HomeMy WebLinkAbout2025-07-22 Work Session & Regular Meeting Packet
AGENDA
City Council Work Session
Tuesday, July 22, 2025 @ 5:30 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna will meet in a Closed Session on Tuesday, July 22, 2025 at
5:30 PM, in the Anna Municipal Complex – Council Chambers, located at 120 W. 7th Street, to
consider the following items.
1. Call to Order, Roll Call, and Establishment of Quorum.
2. Closed Session (Exceptions).
Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to
discuss any items listed or referenced on this Agenda under the following exceptions:
a. Consult with legal counsel regarding pending or contemplated litigation and/or
on matters in which the duty of the attorney to the governmental body under the
Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas
clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code
§551.071).
b. Discuss or deliberate the purchase, exchange, lease, or value of real property
(Tex. Gov’t Code §551.072).
c. Discuss or deliberate Economic Development Negotiations: (1) To discuss or
deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay, or
expand in or near the territory of the City of Anna and with which the City is
conducting economic development negotiations; or (2) To deliberate the offer of
a financial or other incentive to a business prospect described by subdivision
(1). (Tex. Gov’t Code §551.087).
d. Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards
and Commissions, City Secretary Annual Evaluation
The Council further reserves the right to enter into Executive Session at any time
throughout any duly noticed meeting under any applicable exception to the Open
Meetings Act.
3. Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City Council
meeting occurring on the same date as the meeting noticed in this agenda.
4. Adjourn.
This is to certify that I, Carrie L. Land, City Secretary, posted this Agenda on the City’s Website
(www.annatexas.gov) and at the Anna Municipal Complex bulletin board at or before 5:00 p.m.
on 07/18/2025.
1. The Council may vote and/or act upon each of the items listed on this Agenda.
2. The Council reserves the right to retire into executive session concerning any of the items listed on this Agenda,
whenever it is considered necessary and legally justified under the Open Meetings Act.
3. In accordance with the Americans with Disabilities Act, it is the policy of the City of Anna to offer its public programs,
services, and meetings in a manner that is readily accessible to everyone, including individuals with disabilities. If you
are a person with a disability and require information or materials in an appropriate alternative format, or if you
require any other accommodation, please contact the ADA Coordinator at least 48 working hours in advance of the
event by emailing adacompliance@annatexas.gov. Advance notification within this guideline will enable the City to
make reasonable arrangements to ensure accessibility.
AGENDA
City Council Meeting
Tuesday, July 22, 2025 @ 6:00 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna will meet on Tuesday, July 22, 2025 at 6:00 PM, in the
Anna Municipal Complex – Council Chambers, located at 120 W. 7th Street, to consider the
following items.
Welcome to the City Council meeting. If you wish to speak on an Open Session agenda
item, please fill out the Opinion/Speaker Registration Form and turn it in to the City
Secretary before the meeting starts.
1.Call to Order, Roll Call, and Establishment of Quorum.
2.Invocation and Pledge of Allegiance.
3.Neighbor Comments.
At this time, any person may address the City Council regarding an item on this meeting
Agenda that is not scheduled for public hearing. Also, at this time, any person may address
the City Council regarding an item that is not on this meeting Agenda. Each person will be
allowed up to three (3) minutes to speak. No discussion or action may be taken at this
meeting on items not listed on this Agenda, other than to make statements of specific
information in response to a citizen's inquiry or to recite existing policy in response to the
inquiry.
4.Reports.
Receive reports from Staff or the City Council about items of community interest.
Items of community interest include: expression of thanks, congratulations, or condolence;
information regarding holiday schedules; an honorary or salutary recognition of a public
official, public employee, or other citizen (but not including a change in status of a person's
public office or public employment); a reminder about an upcoming event organized or
sponsored by the governing body; information regarding a social, ceremonial, or community
event organized or sponsored by an entity other than the governing body that was attended
or is scheduled to be attended by a member of the governing body or an official or
employee of the municipality; and announcements involving an imminent threat to the public
health and safety of people in the municipality that has arisen after the posting of the
Agenda.
a.Recognition of the Charter Review Commission.
5.Consent Items.
These items consist of non-controversial or "housekeeping" items required by law. Items
may be considered individually by any Council Member making such request prior to a
motion and vote on the Consent Items.
a.Approve City Council Meeting Minutes for July 8, 2025. (City Secretary Carrie
Land)
b.Review Minutes of the June19, 2025, Joint Community Development
Corporation and Economic Development Corporation Board Meeting. (Assistant
Director of Economic Development Natasha Roach)
c.Review Monthly Financial Report for the Month Ending June 30, 2025. (Budget
Manager Terri Doby)
d.Approve an Ordinance of the City Council of the City of Anna, Texas Approving
the 2025 Annual Service Plan Update to the Service and Assessment Plan,
including the Assessment Rolls, for the AnaCapri Public Improvement District in
accordance with Chapter 372, Texas Local Government Code, as amended;
and Providing an Effective Date (Assistant Director of Economic Development
Natasha Roach)
e.Approve an Ordinance of the City Council of the City of Anna, Texas Approving
the 2025 Annual Service Plan Update to the Service and Assessment Plan,
including the Assessment Rolls, for the Villages of Hurricane Creek Public
Improvement District in accordance with Chapter 372, Texas Local Government
Code, as amended; and Providing an Effective Date. (Assistant Director of
Economic Development Natasha Roach)
f.Approve an Ordinance of the City Council of the City of Anna, Texas Approving
the 2025 Annual Service Plan Update to the Service and Assessment Plan,
including the Assessment Rolls, for the Meadow Vista Public Improvement
District in accordance with Chapter 372, Texas Local Government Code, as
amended; and Providing an Effective Date. (Assistant Director of Economic
Development Natasha Roach)
g.Approve an Ordinance of the City Council of the City of Anna, Texas Approving
the 2025 Annual Service Plan Update to the Service and Assessment Plan,
including the Assessment Rolls, for The Woods at Lindsey Place Public
Improvement District in accordance with Chapter 372, Texas Local Government
Code, as amended; and Providing an Effective Date. (Director of Economic
Development Natasha Roach)
h.Approve a Resolution for the First Amendment to the Hotel Development
Agreement between the City of Anna and North Texas Hoco, LLC. (Assistant
Director of Economic Development, Natasha Roach)
i.Approve a Resolution for the First Amendment to the Economic Development
Incentive Agreement between the City of Anna and the Seitz Group, Inc.
(Assistant Director of Economic Development, Natasha Roach)
j.Approve a Resolution awarding the Anna Community Library Art Consultant
Project to Art Space 111, LLC. (Acting City Manager Marc Marchand)
k.Approve a Resolution authorizing the City Manager to execute a Contract with
WSB for the Hurricane Creek Regional Wastewater Treatment Plant project
(CIP Manager Muhamad Madhat)
l.Approve a Resolution authorizing the City Manager to execute change orders
for the Collin Pump Station Ground Storage Tank No. 2 project. (CIP Manager
Muhamad Madhat)
6.Items For Individual Consideration and Public Hearings.
At the time and place of any public hearing held during this meeting, all persons who desire
will have an opportunity to be heard in opposition to or in favor of the ordinance, application,
or other proposed item.
a.Consider/Discuss/Action on Resolution accepting the Charter Review
Commission's Report. (City Secretary Carrie Land)
b.Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance regarding
the rezoning and Specific Use Permit of 229 E. Seventh Street. (Director of
Development Services Stephanie Scott-Sims)
c.Consider/Discuss/Action on an Ordinance Amending Special Event Permits.
(Acting Director of Neighborhood Services Jeff Freeth)
d.Consider/Discuss/Action on Board and Commission Members. (Interview
Committee)
7.Closed Session (Exceptions).
Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to
discuss any items listed or referenced on this Agenda under the following exceptions:
a.Consult with legal counsel regarding pending or contemplated litigation and/or
on matters in which the duty of the attorney to the governmental body under the
Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas
clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code
§551.071).
b.Discuss or deliberate the purchase, exchange, lease, or value of real property
(Tex. Gov’t Code §551.072).
c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or
deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay, or
expand in or near the territory of the City of Anna and with which the City is
conducting economic development negotiations; or (2) To deliberate the offer of
a financial or other incentive to a business prospect described by subdivision
(1). (Tex. Gov’t Code §551.087).
d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards
and Commissions, City Secretary Annual Evaluation
The Council further reserves the right to enter into Executive Session at any time
throughout any duly noticed meeting under any applicable exception to the Open
Meetings Act.
8.Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City Council
meeting occurring on the same date as the meeting noticed in this agenda.
9.Adjourn.
This is to certify that I, Carrie L Land, City Secretary, posted this Agenda on the City’s website
(www.annatexas.gov) and at the Anna Municipal Complex bulletin board at or before 5:00 p.m.
on 07/18/2025.
Carrie L. Land, City Secretary
1.The Council may vote and/or act upon each of the items listed in this Agenda. Notwithstanding the foregoing
or any other statement in this Agenda, the Council shall not take action on any item until after providing an
opportunity for public testimony under the "Neighbor Comments" item or after any public hearing held under
applicable law.
2.The Council reserves the right to retire into closed executive session concerning any of the items listed on
this agenda, whenever it is considered necessary and legally justified under the Open Meeting Act.
3.In accordance with the Americans with Disabilities Act, it is the policy of the City of Anna to offer its public
programs, services, and meetings in a manner that is readily accessible to everyone, including individuals
with disabilities. If you are a person with a disability and require information or materials in an appropriate
alternative format; or if you require any other accommodation, please contact the ADA Coordinator at least
48 hours in advance of the event. Email adacompliance@annatexas.gov. Advance notification within this
guideline will enable the City to make reasonable arrangements to ensure accessibility. ADA grievances
may also be directed to the ADA Coordinator or filed online at https://annatexas.gov/ada.
Item No. 4.a.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Carrie Land
AGENDA ITEM:
Recognition of the Charter Review Commission.
SUMMARY:
The City Council appointed the Charter Review Commission (CRC) April 8, 2025. The
CRC met for 5 weeks and diligently reviewed the Charter to enhance clarity,
compliance, and operational efficiency. We want to thank our Commissioners for their
service.
Chair Jessica Walden
Vice Chair Bruce Norwood
Theresa King-Bell
Gretchen Stewart
Susan Jones
Kathrine Swafford
Robbie Sell
Choya Morrison
Randy Sachs
Lynn Bryan
Justin Inesta
Alternate Nathan Wilbur
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
In accordance with Section 11.07 of the Charter, the Commission was charged with the
following duties:
• Inquire into the operation of the City government under the Charter and
determine whether any provisions of the Charter require revision;
• Propose any recommendations it deems desirable to insure compliance with the
Charter of the City government; and
• Report its findings and present its recommendations to the City Council.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
Item No. 5.a.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact:
AGENDA ITEM:
Approve City Council Meeting Minutes for July 8, 2025. (City Secretary Carrie Land)
SUMMARY:
FINANCIAL IMPACT:
BACKGROUND:
STRATEGIC CONNECTIONS:
ATTACHMENTS:
1. 2025-07-08 Work Session Minutes
2. 2025-07-08 Regular Minutes
City Council Work Session
Meeting Minutes
Tuesday, July 8, 2025 @ 5:30 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna met in a Closed Session on Tuesday, July 8, 2025, at 5:30
PM, in the Anna Municipal Complex – Council Chambers, located at 120 W. 7th Street, to
consider the following items.
1.Call to Order, Roll Call, and Establishment of Quorum.
Mayor Cain called the meeting to order at 5:30 PM.
Members Present:
Mayor Pete Cain
Mayor Pro Tem Kevin Toten
Deputy Mayor Pro Tem Stan Carver II
Council Member Nathan Bryan
Council Member Kelly Herndon
Council Member Manny Singh
Members Absent:
Council Member Elden Baker
2.Closed Session (Exceptions).
a.Consult with legal counsel regarding pending or contemplated litigation and/or
on matters in which the duty of the attorney to the governmental body under the
Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas
clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code
§551.071). City of Grand Prairie, et al. v. State of Texas, et al., 53rd District
Court, Travis County, Texas, Cause No. D-1-GN-23-007785.
b.Discuss or deliberate the purchase, exchange, lease, or value of real property
(Tex. Gov’t Code §551.072).
c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or
deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay, or
expand in or near the territory of the City of Anna and with which the City is
conducting economic development negotiations; or (2) To deliberate the offer of
a financial or other incentive to a business prospect described by subdivision
(1). (Tex. Gov’t Code §551.087).
d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). City
Manager
MOTION: Council Member Herndon moved to enter closed session. Mayor Pro
Tem Toten seconded. Motion carried 6-0.
Mayor Cain recessed the meeting at 5:31 PM.
Mayor Cain reconvened the meeting at 6:19 PM.
The Council further reserves the right to enter into Executive Session at any time
throughout any duly noticed meeting under any applicable exception to the Open
Meetings Act.
3.Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City Council
meeting occurring on the same date as the meeting noticed in this agenda.
No action taken.
4.Adjourn.
Mayor Cain adjourned the meeting at 6:19 PM.
APPROVED this _____ day of _____________, 2025
____________________________________
Mayor Pete Cain
ATTEST:
_______________________________
City Secretary Carrie L. Land
Regular City Council Meeting
Meeting Minutes
Tuesday, July 8, 2025 @ 6:00 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna met on Tuesday, July 8, 2025, at 6:00 PM, in the Anna
Municipal Complex – Council Chambers, located at 120 W. 7th Street, to consider the following
items.
1.Call to Order, Roll Call, and Establishment of Quorum.
Mayor Cain called the meeting to order at 6:20 PM.
Members Present:
Mayor Pete Cain
Mayor Pro Tem Kevin Toten
Deputy Mayor Pro Tem Stan Carver II
Council Member Nathan Bryan
Council Member Kelly Herndon
Council Member Manny Singh
Members Absent:
Council Member Elden Baker
2.Invocation and Pledge of Allegiance.
Mayor Cain led the Invocation and Pledge of Allegiance.
3.Neighbor Comments.
Mr. Longmire spoke in reference to item 6.b., Texas Combination Tax and
Revenue Certificates of Obligation.
Mr. Tucker, Superintendent of Anna ISD, made an introduction and looks forward
to a partnership with the city.
Ms. Sharp spoke about neighborhood developments in the city.
4.Reports.
a.Review of 89th Texas Legislative Session (Assistant City Manager Taylor Lough)
Assistant City Manager Taylor Lough provided a report on legislation that passed
and failed during the 89th Texas Legislative Session.
Mayor Pro Tem Toten expressed his appreciation to the Parks & Recreation and
all other departments who made the 2025 Boots and Boom a success.
5.Consent Items.
MOTION: Council Member Herndon moved to approve Consent Items 5a
through 5d. Council Member Singh seconded. Motion carried 6-0.
a.Approve City Council Meeting Minutes for June 24, 2025, and June 30, 2025.
(City Secretary Carrie Land)
b.Review Minutes of the May 1, 2025, Joint Community Development Corporation
and Economic Development Corporation Board Meeting. (Director of Economic
Development Bernie Parker)
c.Review Minutes of the May 22, 2025, Special Called Joint Community
Development Corporation and Economic Development Corporation Board
Meeting. (Director of Economic Development Bernie Parker)
d.Approve a Resolution suspending Oncor Electric Delivery Company's requested
rate change. (City Secretary Carrie Land)
Oncor Electric Delivery Company ("Oncor" or "the Company") filed an application
on or about June 26, 2025 with cities retaining original jurisdiction seeking to
increase system-wide transmission and distribution rates by about $834 million,
or approximately 13% over present revenues. The Company asks the City to
approve a 12.3% increase in residential rates and a 51.0% increase in street
lighting rates. If approved, an average residential customer would see a bill
increase of about $7.90 per month.
The resolution suspends the July 31, 2025, effective date of the Company's rate
increase for the maximum period permitted by law to allow the City, working in
conjunction with the Steering Committee of Cities Served by Oncor, to evaluate
the filing, determine whether the filing complies with the law, and if lawful, to
determine what further strategy, including settlement, to pursue.
The law provides that a rate request made by an electric utility cannot become
effective until at least 35 days following the filing of the application to change
rates. The law permits the City to suspend the rate change for 90 days after the
date the rate change would otherwise be effective. If the City fails to take some
action regarding the filing before the effective date, Oncor's rate request is
deemed administratively approved.
RESOLUTION OF THE CITY OF ANNA SUSPENDING THE JULY 31, 2025
EFFECTIVE DATE OF ONCOR ELECTRIC DELIVERY COMPANY'S
REQUESTED RATE CHANGE TO PERMIT THE CITY TIME TO STUDY THE
REQUEST AND TO ESTABLISH REASONABLE RATES; APPROVING
COOPERATION WITH THE STEERING COMMITTEE OF CITIES SERVED BY
ONCOR TO HIRE LEGAL AND CONSULTING SERVICES AND TO
NEGOTIATE WITH THE COMPANY AND DIRECT ANY NECESSARY
LITIGATION AND APPEALS; FINDING THAT THE MEETING AT WHICH THIS
RESOLUTION IS PASSED IS OPEN TO THE PUBLIC AS REQUIRED BY LAW;
REQUIRING NOTICE OF THIS RESOLUTION TO THE COMPANY AND LEGAL
COUNSEL FOR THE STEERING COMMITTEE.
6.Items For Individual Consideration and Public Hearings.
a.Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance regarding
a request to annex 808± acres at FM 455 and Cowan Road. (ANX 25-0003)
(Director of Development Services Stephanie Scott-Sims, AICP)
OPP-Oak Ridge, LP is seeking to develop the property as "Oak Ridge", a mixed-
use, master-planned development located west of US 75. The development
features 3,000 single-family residential, neighborhood commercial, townhomes,
and land dedicated for municipal uses.
The City Council approved a Pre-Annexation Development Agreement ("PADA")
for the Oak Ridge project at its meeting on May 27, 2025 (Res. No. 2025-05-
1782), requiring the developer to submit a voluntary annexation petition within 90
days. The PADA is attached as Exhibit 2 of this Ordinance. In approving the
PADA, the City Council also approved the Agreement for Services in Subsection
9.6 of the PADA. Pursuant to Section 43.0672 of the Texas Local Government
Code, the Agreement for Services requires that immediately upon the effective
date of the annexation of the property, the City must provide the property with all
municipal services currently offered within the City, including, but not limited to,
water, sewer, police, fire, animal control, trash collection, and any other services
currently provided by the City or which may be offered by the City in the future.
Staff recommended approval of the annexation request.
Mayor Cain opened the public hearing at 6:50 PM.
Mr. Culbertson expressed concern with regard to the approval process of the
Development Agreement.
Mayor Cain closed the public hearing at 6:55 PM.
MOTION: Mayor Pro Tem Toten moved to approve. Council Member Singh
seconded. Motion carried 5-1. Deputy Mayor Pro Tem Carver opposed.
AN ORDINANCE ANNEXING THE HEREINAFTER DESCRIBED TERRITORY
TO THE CITY OF ANNA, COLLIN COUNTY, TEXAS, AND EXTENDING THE
BOUNDARY LIMITS OF SAID MUNICIPALITY SO AS TO INCLUDE SAID
HEREINAFTER DESCRIBED PROPERTY WITHIN SAID MUNICIPAL
CORPORATE LIMITS AND GRANTING TO ALL THE INHABITANTS OF SAID
PROPERTY ALL THE RIGHTS AND PRIVILEGES OF OTHER CITIZENS AND
BINDING SAID INHABITANTS BY ALL OF THE ACTS, ORDINANCES,
RESOLUTIONS, AND REGULATIONS OF SAID CITY AS SET FORTH
HEREIN; PROVIDING A REPEALER CLAUSE; PROVIDING A SEVERABILITY
CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
b.Consider/Discuss/Action on the adoption of an Ordinance Authorizing the
Issuance and Sale of up to $85,500,000 City of Anna, Texas Combination Tax
and Revenue Certificates of Obligation, Series 2025 to fund New Police Station
and Wastewater Treatment Plant Expansion Project; Levying an Annual Ad
Valorem Tax and Providing for the Security for and Payment of said Certificates
of Obligation; Approving an Official Statement; and Enacting other Provisions
relating to the Subject. (Budget Manager Terri Doby)
Anna continues to see our needs for City facilities expand as we continue to grow.
One means of financing large capital projects is through the use of municipal
debt. One common form of borrowing is Certificates of Obligation (COs). In the
City of Anna, debt is used to fund roads, facilities, parks, equipment and water
and sewer infrastructure.
The City Council approval of the Ordinance will authorize the issuance and sale
of approximately $8.5 million in Certificates of Obligation.
MOTION: Deputy Mayor Pro Tem Carver moved to approve. Council Member
Herndon seconded. Motion carried 6-0.
ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF UP TO
$85,500,000 CITY OF ANNA, TEXAS COMBINATION TAX AND REVENUE
CERTIFICATES OF OBLIGATION, SERIES 2025 TO FUND NEW POLICE
STATION AND WASTEWATER TREATMENT PLANT EXPANSION PROJECT;
LEVYING AN ANNUAL AD VALOREM TAX AND PROVIDING FOR THE
SECURITY FOR AND PAYMENT OF SAID CERTIFICATES OF OBLIGATION;
APPROVING AN OFFICIAL STATEMENT; AND ENACTING OTHER
PROVISIONS RELATING TO THE SUBJECT.
c.First reading of a Resolution approving a project involving a Ground Lease
Purchase Agreement and Performance Agreement between the Anna
Community Development Corporation and GTP Food Group, LLC for restaurants
and entertainment on property in the Anna Downtown District. (Director of
Economic Development Bernie Parker)
Two readings of the Resolution are required prior to authorizing a project of the
Anna Community Development Corporation. This was the first reading of the
Resolution. Mayor Cain read the following:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA
APPROVING AND AUTHORIZING AN ANNA DEVELOPMENT
CORPORATION PROJECT INVOLVING A GROUND LEASE OF REAL
PROPERTY AND CONDITIONAL OPTION TO PURCHASE SAID PROPERTY.
d.Second reading of a Resolution approving a project involving a Ground Lease
Purchase Agreement and Performance Agreement between the Anna
Community Development Corporation and GTP Food Group, LLC for restaurants
and entertainment on property in the Anna Downtown District. (Director of
Economic Development Bernie Parker)
Two readings of the Resolution are required prior to authorizing a project of the
Anna Community Development Corporation. This was the second reading of the
Resolution. Mayor Cain read the following:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA
APPROVING AND AUTHORIZING AN ANNA DEVELOPMENT
CORPORATION PROJECT INVOLVING A GROUND LEASE OF REAL
PROPERTY AND CONDITIONAL OPTION TO PURCHASE SAID PROPERTY.
e.Consider/Discuss/Action on a Resolution approving a project involving a Ground
Lease Purchase Agreement and Performance Agreement between the Anna
Community Development Corporation and GTP Food Group, LLC for restaurants
and entertainment on property in the Anna Downtown District. (Director of
Economic Development Bernie Parker)
MOTION: Mayor Pro Tem Toten moved to approve. Council Member Singh
seconded. Motion carried 6-0.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA
APPROVING AND AUTHORIZING AN ANNA DEVELOPMENT
CORPORATION PROJECT INVOLVING A GROUND LEASE OF REAL
PROPERTY AND CONDITIONAL OPTION TO PURCHASE SAID PROPERTY.
f.Consider/Discuss/Act on a Professional Services Agreement for Executive
Recruiting Services. (Acting City Manager Marc Marchand)
MOTION: Mayor Cain moved to select Affion for Executive Recruiting
Services. Council Member Herndon seconded. Motion carried 6-0.
7.Closed Session (Exceptions).
a.Consult with legal counsel regarding pending or contemplated litigation and/or
on matters in which the duty of the attorney to the governmental body under the
Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas
clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code
§551.071). City of Grand Prairie, et al. v. State of Texas, et al., 53rd District
Court, Travis County, Texas, Cause No. D-1-GN-23-007785.
b.Discuss or deliberate the purchase, exchange, lease, or value of real property
(Tex. Gov’t Code §551.072).
c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or
deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay, or
expand in or near the territory of the City of Anna and with which the City is
conducting economic development negotiations; or (2) To deliberate the offer of
a financial or other incentive to a business prospect described by subdivision (1).
(Tex. Gov’t Code §551.087).
d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074).City
Manager
MOTION: Council Member Herndon moved to enter closed session. Council
Member Bryan seconded. Motion carried 6-0.
Mayor Cain recessed the meeting at 7:15 PM.
Mayor Cain reconvened the meeting at 8:20 PM.
The Council further reserves the right to enter into Executive Session at any time
throughout any duly noticed meeting under any applicable exception to the Open
Meetings Act.
8.Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City Council
meeting occurring on the same date as the meeting noticed in this agenda.
MOTION: Council Member Herndon moved to approve a contract with the Acting
City Manager as approved and to form by City legal counsel. Council Member
Singh seconded. Motion carried 6-0.
9.Adjourn.
Mayor Cain adjourned the meeting at 8:21 PM.
APPROVED this _____ day of _____________, 2025
____________________________________
Mayor Pete Cain
ATTEST:
_______________________________
City Secretary Carrie L. Land
Item No. 5.b.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Review Minutes of the June19, 2025, Joint Community Development Corporation and
Economic Development Corporation Board Meeting. (Assistant Director of Economic
Development Natasha Roach)
SUMMARY:
The item is for Council to review meeting minutes from the June 19, 2025, CDC/EDC
Joint Board Meeting.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
The CDC/EDC Board met on June 19, 2025, for their monthly Joint Board Meeting.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. June 19_2025 CDC EDC Joint Meeting Minutes (Signed)
Item No. 5.c.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Terri Doby
AGENDA ITEM:
Review Monthly Financial Report for the Month Ending June 30, 2025. (Budget
Manager Terri Doby)
SUMMARY:
This report covers the financial performance for Fiscal Year 2025 through June 30,
2025.
FINANCIAL IMPACT:
Information only.
BACKGROUND:
The City of Anna's financial policies require the publication of a monthly financial report.
Enclosed in the report is an executive dashboard that provides a high-level look at
major funds along with detailed reporting of sales tax collections. The financial condition
of the City remains strong and the reported funds adhere to fund balance requirements.
The FY2025 Budget was adopted on September 10, 2024.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. FY2025 City Council Monthly Financial Report June
Positive Positive variance compared to historical trends
Warning Negative variance of 3%-5% compared to historical trends
Negative Negative variance of >5% compared to historical trends
FY2025 FY2025 %
Budget TD
REVENUES
General Fund
Property Taxes 13,093,602$ 12,803,512$ 98%Property taxes are due January 31st.
Sales Tax 5,220,000 4,575,897 88%Remitted from the Comptroller with lag time of 30 - 60 days;
includes remittances thru May.
Franchise and Local Taxes 1,030,000 858,542 83%Franchise fees are paid quarterly.
Charges for Services 1,000,000 1,286,129 129%
Fines 400,000 432,041 108%
Permits, Licenses and Fees 4,757,000 3,883,301 82%
Investment Income 800,000 508,655 64%
Other Revenues - 215,610 100%
Revenue Total 26,300,602$ 24,563,687$ 93%With 75% of the year expired, revenues recorded are at 93% of
budget.
EXPENDITURES
General Fund
Expense Total 26,257,276$ 19,659,444$ 75%With 75% of the year expired, expenses are75% of budget.
Utility Fund
REVENUES
Water Sales 11,125,000$ 8,296,041$ 75%
Sewer Charges 8,525,000 6,363,082 75%
Sanitation Revenue 3,730,000 2,660,603 71%
Other Charges for Services 680,000 489,115 72%
Permits, Licenses and Fees 2,083,000 1,212,863 58%
Investment Income 502,000 467,152 93%
Other Revenues 1,000 61,453 6145%
Utility Fund Total 26,646,000$ 19,550,309$ 73%With 75% of the year expired, revenues recorded in the General
Ledger are at 73% of budget.
EXPENDITURES
Administration 1,925,085$ 1,565,512$ 81% Includes higer than expected expense for property and liability
insurance, electricity, vehicle expenses and contract services.
Water 7,986,169 6,678,937 84%
Includes unbudgeted but necessary capital expenses for pump
repairs and equipment expense; funding comes from excess fund
balance.
Sewer 12,145,452 6,646,039 55%
Sanitation 3,600,000 2,273,640 63%
Utility Billing 1,167,911 1,315,287 113% Includes higher than budgeted credit card fees.
Utility Fund Total 26,824,617$ 18,479,415$ 69%With 75% of the year expired, expenses are 69% of budget.
CITY OF ANN
GENERAL & UTILITY FUNDS DASHBOARD
Through June 30, 2025
Favorable / Unfavorable
% Change
2024-25 Collections from 2023-24 Collections
Monthly Prior Year Monthly
October 780,090$ 19% 655,358$
November 753,401 8% 695,026
December 995,930 30% 768,837
January 682,766 20% 566,981
February 675,214 9% 621,381
March 1,873,725 159% 723,838
April 779,340 20% 647,636
May 780,970 12% 699,251
June 835,007
July 785,388
August 818,441
September 794,437
7,321,436$ 8,611,581$
Budget: 6,753,000 108% 6,753,100
CITY OF ANNA
Schedule of Sales Tax Collections
For the month May 31, 2025
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
$2,000,000
Monthly Sales Tax Collections:
3 Year Comparison
FY2022-23 FY2023-24 FY2024-25
FY 2024-25 FY 2023-24
Monthly Monthly
October 46 56
November 60 44
December 61 57
January 52 150
February 91 170
March 56 172
April 97 174
May 74 114
June 74 128
July 78
August 60
September 56
611 1,259
% Budget
FY2025 Budget: 800 76%
CITY OF ANNA
Building Permits Received
Thru the month June 30, 2025
0
20
40
60
80
100
120
140
160
180
200
Monthly Building Permits Received:
2 Year Comparison
FY 2024-25 FY 2023-24
Item No. 5.d.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Approve an Ordinance of the City Council of the City of Anna, Texas Approving the
2025 Annual Service Plan Update to the Service and Assessment Plan, including the
Assessment Rolls, for the AnaCapri Public Improvement District in accordance with
Chapter 372, Texas Local Government Code, as amended; and Providing an Effective
Date (Assistant Director of Economic Development Natasha Roach)
SUMMARY:
The Service and Assessment Plan (SAP) sets forth the costs of the Authorized
Improvements, and the manner of assessing the property in the District for the costs of
such Authorized Improvements based on the benefit provided to the Assessed Property.
Pursuant to the PID Act, the SAP must be reviewed and updated annually. This
document is the Annual Service Plan Update for 2025.The City Council also adopted an
Assessment Roll identifying the Assessments on each Lot within the District, based on
the method of assessment identified in the SAP. This 2025 Annual Service Plan Update
also updates the Assessment Roll for 2025.
FINANCIAL IMPACT:
There is no financial impact associated with this item.
BACKGROUND:
The AnaCapri Public Improvement District was created pursuant to the Public
Improvement District (PID) Act and a resolution of the Anna City Council on April 12,
2022. Anna has contracted with P3 Works to provide administrative and management
support services associated with Anacapri Public Improvement District.
The P3 Works scope of services includes the annual determination of the special
assessments to be collected from the property within the PID boundaries, as well as
updating the service and assessment plan and special assessment roll. In compliance
with Chapter 372, Texas Local Government Code, the Service and Assessment Plan
must be reviewed and updated annually.
This document is the annual update of the Service and Assessment Plan for 2025-2026.
This Annual Service Plan update is related to the annual budget for the payment of PID
obligations.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Ordinance Approving 2025 SAP Update (Anacapri PID) v1
1
CITY OF ANNA, TEXAS
ORDINANCE NO. ________
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS APPROVING THE 2025 ANNUAL SERVICE PLAN UPDATE TO
THE SERVICE AND ASSESSMENT PLAN, INCLUDING THE
ASSESSMENT ROLLS, FOR THE ANACAPRI PUBLIC IMPROVEMENT
DISTRICT IN ACCORDANCE WITH CHAPTER 372, TEXAS LOCAL
GOVERNMENT CODE, AS AMENDED; AND PROVIDING AN
EFFECTIVE DATE.
RECITALS
WHEREAS, on April 12, 2022, after notice and a public hearing in the manner required by law,
the City Council (the “City Council”) of the City of Anna, Texas (the “City”) passed and approved
Resolution No. 2022-04-1140 authorizing the creation of the Anacapri Public Improvement
District (the “District”); and
WHEREAS, on September 13, 2022, after notice and a public hearing in the manner required by
law, the City Council passed Ordinance No. 1001-2022 approving a service and assessment plan
for the District (the “Service and Assessment Plan”) as required by the PID Act, including the
assessment roll attached to said Service and Assessment Plan (the “Assessment Roll”), and levying
special assessments (the “Assessments”) on certain property within District in accordance with the
PID Act for the purposes of financing the public improvements (the “Authorized Improvements”)
undertaken for the benefit of such property, which Ordinance No. 1001-2022 was recorded in the
real property records of Collin County, Texas as Document No. 2022000141224; and
WHEREAS, Chapter 372, Texas Local Government Code (as amended, the “PID Act”) requires
the Service and Assessment Plan to be reviewed and updated annually for the purposes of
determining the annual budget for the Authorized Improvements; and
WHEREAS, the City Council has received the “Anacapri Public Improvement District 2025
Annual Service Plan Update” (the “Annual Service Plan Update”) attached hereto as Exhibit A,
which includes the updated Assessment Roll, and now desires to proceed with the adoption of this
Ordinance which approves and adopts the Annual Service Plan Update and updated Assessment
Roll for the District as required by the PID Act.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS:
Section 1. Terms. Terms not otherwise defined herein are defined in the Service and Assessment
Plan.
Section 2. Findings. The recitals set forth in the WHEREAS clauses of this Ordinance are true
and correct and are hereby incorporated by reference and made a part of this Ordinance for all
purposes as if the same were restated in full in this Section and constitute findings of the City
Council acting in its discretionary, legislative capacity.
2
Section 3. Assessment Plan. As required by Section 371.013(d) of the PID Act, the Annual
Service Plan Update attached hereto as Exhibit A is hereby approved and the same is incorporated
as part of this Ordinance as if fully set forth in the body of this Ordinance.
Section 4. Severability. If any provision, section, subsection, sentence, clause, or phrase of this
Ordinance, or the application of same to any person or set of circumstances is for any reason held
to be unconstitutional, void, or invalid, the validity of the remaining portions of this Ordinance or
the application to other persons or sets of circumstances shall not be affected thereby, it being the
intent of the governing body of the City in adopting this Ordinance that no portion hereof, or
provision or regulation contained herein shall become inoperative or fail by reason of any
unconstitutionality, voidness, or invalidity of any other portion hereof, and all provisions of this
Ordinance are declared to be severable for that purpose.
Section 5. Filing in Land Records. As required by Section 371.013(e) of the PID Act, the City
Secretary is directed to cause a copy of this Ordinance, including the Annual Service Plan Update
attached hereto as Exhibit A, to be recorded in the real property records of Collin County, Texas,
on or before July 29, 2025.
Section 6. Effective Date. This Ordinance shall take effect immediately from and after its passage
in accordance with applicable law.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS, THIS 22ND DAY OF JULY, 2025.
_________________________________
Pete Cain, Mayor
ATTEST:
_________________________________
Carrie Land, City Secretary [SEAL]
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the _______ day of July, 2025 by Pete
Cain, the Mayor, and Carrie L. Land, the City Secretary, of the City of Anna, Texas on behalf of
said City.
Notary Public, State of Texas
(SEAL)
Exhibit A
Anacapri Public Improvement District
2025 Annual Service Plan Update
[Remainder of page left intentionally blank.]
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
INTRODUCTION
Capitalized terms used in this 2025 Annual Service Plan Update shall have the meanings set forth
in the 2023 Amended and Restated Service and Assessment Plan (the “A&R SAP”).
The District was created pursuant to the PID Act by Resolution No. 2022-04-1140 on April 12,
2022, by the City Council to finance certain Authorized Improvements for the benefit of the
property in the District.
On September 13, 2022, the City approved the Service and Assessment Plan for the District by
adopting Ordinance No. 1001-2022 which approved the levy of Assessments for Assessed
Property within the District and approved the Assessment Rolls.
On October 10, 2023, the City Council approved the 2023 Amended and Restated Service and
Assessment Plan for the District by adopting Ordinance No. 1084-2023-10, which served to
amend and restate the Service and Assessment Plan, in its entirety for the purpose of (1) issuing
the Improvement Area #1 Bonds, and (2) updating the Improvement Area #1 Assessment Roll
and Improvement Area #2A Assessment Roll.
On August 27, 2024, the City Council approved the 2024 Annual Service Plan Update for the
District by adopting Ordinance No. 1114-2024-08, which updated the Assessment Rolls for 2024.
The A&R SAP identified the Authorized Improvements to be constructed for the benefit of the
Assessed Parcels within the District, the costs of the Authorized Improvements, the indebtedness
to be incurred for the Authorized Improvements, and the manner of assessing the property in
the District for the costs of the Authorized Improvements. Pursuant to the PID Act, the A&R SAP
must be reviewed and updated annually. This document is the Annual Service Plan Update for
2025.
The City Council also adopted Assessment Rolls identifying the Assessments on each Lot within
the District, based on the method of assessment identified in the A&R SAP. This 2025 Annual
Service Plan Update also updates the Assessment Rolls for 2025.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
PARCEL SUBDIVISION
Improvement Area #1
The final plat of AnaCapri Phase 1A was filed and recorded with the County on June 23,
2023, and consists of 191 residential Lots and 6 Lots of Non-Benefitted Property.
The final plat of AnaCapri Phase 1B was filed and recorded with the County on February
12, 2024, and consists of 205 residential Lots and 7 Lots of Non-Benefitted Property.
The AnaCapri Phase 1C Replat was filed and recorded with the County on March 1, 2024,
and consists of 62 residential Lots and 4 Lots of Non-Benefitted Property.
See the Lot Type classification summary within Improvement Area #1 below:
See Exhibit C-1 for the Improvement Area #1 Lot Type classification map.
Improvement Area #2A
There have not been any recorded plats in Improvement Area #2A.
See the anticipated Lot Type classification summary within Improvement Area #2A below:
See Exhibit C-2 for the Improvement Area #2A Lot Type classification map.
LOT AND HOME SALES
Improvement Area #1
Per the Developer, the lot ownership composition is provided below:
• Developer Owned:
o Lot Type 1: 175 Lots
o Lot Type 2: 135 Lots
Lot Type Number of Lots
Total 458
Improvement Area #1
Lot Type Number of Lots
Total 237
Improvement Area #2A
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 3
• Homebuilder Owned:
o Lot Type 1: 0 Lots
o Lot Type 2: 44 Lots
• End-User Owned:
o Lot Type 1: 0 Lots
o Lot Type 2: 104 Lots
Improvement Area #2A
Per the Developer, the lot ownership composition is provided below:
• Developer Owned:
o Lot Type 3: 91 Lots
o Lot Type 4: 146 Lots
• Homebuilder Owned:
o Lot Type 3: 0 Lots
o Lot Type 4: 0 Lots
• End-User Owned:
o Lot Type 3: 0 Lots
o Lot Type 4: 0 Lots
See Exhibit D for the buyer disclosures.
AUTHORIZED IMPROVEMENTS
Improvement Area #1
The Developer has completed the Improvement Area #1 Authorized Improvements listed in the A&R
SAP and they were dedicated to the City on January 16, 2025.
Improvement Area #2A
Per the Developer, the Authorized Improvements listed in the A&R SAP are currently under construction
and projected to be completed in the fourth quarter of 2030. The budget for the Authorized
Improvements remains unchanged as shown in the table below:
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 4
OUTSTANDING ASSESSMENT
Improvement Area #1
Net of the principal bond payment due September 15, Improvement Area #1 has an outstanding
Assessment of $19,755,000.00
Improvement Area #2A
Improvement Area #2A has an outstanding Assessment of $9,913,881.16.
TIRZ NO. 4 ANNUAL CREDIT AMOUNT
The TIRZ No. 4 Annual Credit Amount shall only be applied to principal and interest component
of the Annual Installment, as further described in the A&R SAP. The Maximum TIRZ No. 4 Annual
Credit Amount for each Lot Type is shown below:
Authorized Improvements Budget Spent to Date
Percentage of Budget
Spent Forecast Completion Date
Improvement Area #2A Improvements
9,719,691.85$ 1,347,813.87$ 13.87%
Improvement Area #2 Improvements
7,191,236.61$ 689,121.13$ 9.58%
Improvement Area #2A
Improvement Area #1
Improvement Area #1 Subtotal 457
Improvement Area #2A
Improvement Area #2A Subtotal 237
Footnotes:
TIRZ No. 4
Maximum Annual
Credit AmountLot Type Units[a]
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 5
Application of qualifying property tax exemptions may decrease or eliminate the amount of the
TIRZ No. 4 Annual Credit Amount on a parcel-by-parcel basis. The resulting TIRZ No. 4 Annual
Credit Amount by Parcel is included in the Improvement Area #1 Assessment Roll and the
Improvement Area 2A Assessment Roll attached hereto as Exhibit A-1 and Exhibit A-2,
respectively. If “TBD”, then the Assessment Rolls will be updated to include the TIRZ No. 4 Annual
Credit Amount before submitting to the collecting County for the next property tax bill due
1/31/2026.
ANNUAL INSTALLMENT DUE 1/31/2026
Improvement Area #1
Principal and Interest – The total principal and interest required for the Annual
Installment is $1,678,272.50
o TIRZ Credit - The total principal and interest credit from the TIRZ No. 4 Fund for
the Annual Installment will be determined as TIRZ No. 4 Revenues are generated
and will be submitted to the collecting County prior to the next property tax bill is
issued.
Additional Interest – The total Delinquency and Prepayment Reserve Requirement, as
defined in the Indenture, is equal to $1,086,525.00 and has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessments, resulting in an Additional Interest amount due of
$98,775.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Annual Installment is $55,968.53.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 6
See the Limited Offering Memorandum for the pay period for Improvement Area #1. See Exhibit
B-1 for the debt service schedule for Improvement Area #1 as shown in the Limited Offering
Memorandum.
Improvement Area #2A
Principal and Interest – The total principal and interest required for the Annual
Installment is $816,823.79
o TIRZ Credit - The total principal and interest credit from the TIRZ No. 4 Fund for
the Annual Installment will be determined as TIRZ No. 4 Revenues are generated
and will be submitted to the collecting County prior to the next property tax bill is
issued.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Annual Installment is $34,705.37
Total Annual Collection Costs 55,968.53$
Improvement Area #1
Annual Collection Costs Breakdown
Total Annual Collection Costs 1,833,016.03$
Improvement Area #1
Due January 31, 2026
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 7
Please contact P3Works for the pay period for the Improvement Area #2A. See Exhibit B-2 for
the reimbursement schedule for Improvement Area #2A.
PREPAYMENT OF ASSESSMENTS IN FULL
Improvement Area #1
The following is a list of all Parcels that made a Prepayment in full within Improvement Area #1.
Improvement Area #2A
No full prepayments of Assessments have occurred within Improvement Area #2A.
PARTIAL PREPAYMENT OF ASSESSMENTS
Improvement Area #1
No partial prepayments of Assessments have occurred within Improvement Area #1.
Total Annual Collection Costs 34,705.37$
Improvement Area #2A
Annual Collection Costs Breakdown
Total Annual Collection Costs 851,529.16$
Improvement Area #2A
Due January 31, 2026
Property ID Address Lot Type Prepayment Date
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 8
Improvement Area #2A
No partial prepayments of Assessments have occurred within Improvement Area #2A.
EXTRAORDINARY OPTIONAL REDEMPTIONS
Improvement Area #1
No Extraordinary Optional Redemptions have occurred within Improvement Area #1.
SERVICE PLAN – FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the Authorized
Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection
shall cover a period of not less than five years.
ASSESSMENT ROLL
The list of current Parcels within the District, the corresponding total Assessments, and current
Annual Installment are shown on the Assessment Rolls attached hereto as Exhibit A-1 and Exhibit
A-2. The Parcels shown on the Assessment Rolls will receive the bills for the 2025 Annual
Installments which will be delinquent if not paid by January 31, 2026. The list of Parcels shown
on the Assessment Rolls are subject to change based on the final certified rolls provided by the
County prior to billing.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 9
EXHIBIT A-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL
2887219 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887181 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887272 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887216 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887242 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887127 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887243 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887166 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887168 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887205 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887144 Non-Benefited -$ -$ TBD -$
2887218 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887176 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887238 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887209 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887202 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887211 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887199 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887182 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887147 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887248 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887247 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887200 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887169 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887213 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887217 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887210 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887239 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887305 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887249 Non-Benefited -$ -$ TBD -$
2887129 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887178 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887167 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887145 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887208 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887214 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887304 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887128 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887246 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887302 2 44,921.12$ 4,168.41$ TBD 4,168.41$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 10
2887149 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887204 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887241 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887303 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887175 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887180 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887207 Non-Benefited -$ -$ TBD -$
2887174 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887146 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887201 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887215 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887171 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887276 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887212 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887223 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887240 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887306 Non-Benefited -$ -$ TBD -$
2887173 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887206 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887245 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887170 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887172 Non-Benefited -$ -$ TBD -$
2887126 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887177 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887203 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887148 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887244 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887179 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887124 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887142 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887286 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887125 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887230 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887161 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887222 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887123 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887196 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887293 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887290 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887138 2 44,921.12$ 4,168.41$ TBD 4,168.41$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 11
2887224 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887119 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887151 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887261 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887296 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887237 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887192 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887279 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887163 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887300 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887157 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887185 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887269 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887135 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887294 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887154 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887116 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887130 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887193 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887234 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887141 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887289 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887275 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887252 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887137 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887117 2 [d]-$ -$ -$ -$
2887270 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887118 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887288 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887136 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887132 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887285 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887227 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887120 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887158 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887155 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887195 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887164 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887113 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887190 2 44,921.12$ 4,168.41$ TBD 4,168.41$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 12
2887160 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887266 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887114 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887283 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887280 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887268 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887235 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887229 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887197 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887259 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887257 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887186 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887111 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887278 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887277 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887299 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887258 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887221 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887271 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887184 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887236 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887122 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887232 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887165 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887284 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887251 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887250 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887189 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887220 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887115 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887260 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887256 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887231 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887295 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887140 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887110 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887187 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887156 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887150 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887143 2 44,921.12$ 4,168.41$ TBD 4,168.41$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 13
2887253 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887183 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887281 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887134 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887225 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887282 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887194 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887153 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887121 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887297 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887254 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887301 Non-Benefited -$ -$ TBD -$
2887273 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887292 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887265 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887226 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887159 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887291 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887298 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887139 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887274 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887188 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887267 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887228 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887162 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887263 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887131 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887112 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887152 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887287 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887191 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887262 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887255 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887133 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887233 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887264 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2887198 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906422 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906380 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906399 1 40,241.84$ 3,734.20$ TBD 3,734.20$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 14
2906528 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906394 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906582 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906559 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906475 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906490 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906510 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906536 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906457 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906410 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906419 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906505 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906426 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906378 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906401 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906420 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906400 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906529 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906503 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906389 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906472 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906535 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906488 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906500 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906498 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906466 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906557 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906470 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906520 Non-Benefited -$ -$ TBD -$
2906566 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906379 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906425 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906395 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906501 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906431 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906482 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906494 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906403 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906530 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906392 1 40,241.84$ 3,734.20$ TBD 3,734.20$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 15
2906497 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906525 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906580 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906393 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906458 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906398 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906508 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906477 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906390 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906406 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906511 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906523 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906487 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906537 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906421 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906391 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906436 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906588 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906459 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906428 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906424 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906492 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906546 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906433 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906509 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906556 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906474 Non-Benefited -$ -$ TBD -$
2906468 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906558 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906455 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906377 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906443 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906464 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906555 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906521 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906416 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906485 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906583 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906524 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906547 2 44,921.12$ 4,168.41$ TBD 4,168.41$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 16
2906462 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906479 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906584 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906438 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906576 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906454 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906407 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906484 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906578 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906456 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906565 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906412 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906465 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906548 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906516 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906562 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906478 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906504 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906542 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906386 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906461 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906404 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906397 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906415 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906495 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906411 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906489 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906513 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906480 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906453 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906533 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906519 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906499 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906587 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906579 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906481 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906577 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906540 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906483 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906476 1 40,241.84$ 3,734.20$ TBD 3,734.20$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 17
2906574 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906571 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906531 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906430 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906532 Non-Benefited -$ -$ TBD -$
2906388 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906568 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906402 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906463 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906515 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906387 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906572 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906449 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906405 Non-Benefited -$ -$ TBD -$
2906418 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906517 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906440 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906414 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906385 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906444 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906493 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906543 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906586 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906445 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906381 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906526 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906448 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906506 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906551 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906452 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906563 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906441 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906539 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906460 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906544 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906564 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906382 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906554 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906560 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906575 2 44,921.12$ 4,168.41$ TBD 4,168.41$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 18
2906450 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906507 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906486 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906408 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906427 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906432 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906541 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906434 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906469 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906409 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906491 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906545 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906581 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906552 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906553 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906417 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906437 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906442 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906423 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906383 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906396 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906496 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906384 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906512 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906538 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906550 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906570 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906569 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906439 Non-Benefited -$ -$ TBD -$
2906567 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906573 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906429 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906502 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906549 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906585 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906514 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906518 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906527 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906413 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906435 1 40,241.84$ 3,734.20$ TBD 3,734.20$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 19
2906561 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906473 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906446 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906534 2 44,921.12$ 4,168.41$ TBD 4,168.41$
2906467 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906471 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2906447 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912293 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912304 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912255 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912277 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912252 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912282 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912312 Non-Benefited -$ -$ TBD -$
2912254 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912273 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912294 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912253 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912288 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912295 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912291 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912270 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912276 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912311 Non-Benefited -$ -$ TBD -$
2912271 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912278 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912284 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912256 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912309 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912248 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912269 Non-Benefited -$ -$ TBD -$
2912287 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912299 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912305 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912308 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912290 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912264 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912285 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912257 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912259 1 40,241.84$ 3,734.20$ TBD 3,734.20$
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 20
2912261 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912260 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912289 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912303 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912251 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912310 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912302 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912247 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912286 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912258 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912274 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912280 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912296 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912292 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912267 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912297 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912272 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912262 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912283 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912298 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912300 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912265 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912249 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912250 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912263 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912301 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912306 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912268 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912266 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912275 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912279 1 40,241.84$ 3,734.20$ TBD 3,734.20$
2912307 1 40,241.84$ 3,734.20$ TBD 3,734.20$
[a] The Property IDs shown in the Assessment Roll are subject to change based on the final certified rolls provided by the
County prior billing.
[b] The TIRZ No. 4 Annual Credit Amount will be updated as TIRZ No. 4 Revenues are generated and will be reflected on each
Parcel of Assessed Property’s Annual Installment due 1/31/2026. If “TBD”, then the Assessment Roll will be updated to the
include the TIRZ No. 4 Annual Credit Amount before submitting to the collecting County for the next property bill tax bill due
1/31/2026.
[c] Annual Installment due may not match Service Plan or Annual Installment schedule due to rounding.
[d] Property ID paid their Assessment in full.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 21
EXHIBIT A-2 – IMPROVEMENT AREA #2A ASSESSMENT ROLL
Property ID Lot Type
Outstanding
Assessment
TIRZ No. 4 Annual
Credit Amount[a]
Annual Installment
Due 1/31/2026[b]
9,913,881.16$ -$ 851,529.16$
Footnotes:
Total
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 22
EXHIBIT B-1 – IMPROVEMENT AREA #1 DEBT SERVICE SCHEDULE
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 23
EXHIBIT B-2 – IMPROVEMENT AREA #2A REIMBURSEMENT SCHEDULE
[a]Total P&I
2026 122,852.10$ 693,971.68$ 816,823.79$
2027 131,451.75$ 685,372.03$ 816,823.79$
2028 178,055.55$ 571,846.98$ 749,902.53$
2029 188,596.44$ 561,306.09$ 749,902.53$
2030 199,761.35$ 550,141.18$ 749,902.53$
2031 211,587.22$ 538,315.31$ 749,902.53$
2032 224,113.18$ 525,789.34$ 749,902.53$
2033 237,380.68$ 512,521.84$ 749,902.53$
2034 251,433.62$ 498,468.91$ 749,902.53$
2035 266,318.49$ 483,584.04$ 749,902.53$
2036 282,084.54$ 467,817.98$ 749,902.53$
2037 298,783.95$ 451,118.58$ 749,902.53$
2038 316,471.96$ 433,430.57$ 749,902.53$
2039 335,207.10$ 414,695.43$ 749,902.53$
2040 355,051.36$ 394,851.17$ 749,902.53$
2041 376,070.40$ 373,832.13$ 749,902.53$
2042 398,333.77$ 351,568.76$ 749,902.53$
2043 421,915.13$ 327,987.40$ 749,902.53$
2044 446,892.50$ 303,010.02$ 749,902.53$
2045 473,348.54$ 276,553.99$ 749,902.53$
2046 501,370.77$ 248,531.76$ 749,902.53$
2047 531,051.92$ 218,850.61$ 749,902.53$
2048 562,490.19$ 187,412.33$ 749,902.53$
2049 595,789.61$ 154,112.91$ 749,902.53$
2050 631,060.36$ 118,842.17$ 749,902.53$
2051 668,419.13$ 81,483.39$ 749,902.53$
2052 707,989.55$ 41,912.98$ 749,902.53$
[a] Interest is calculated at 7.00% for years 1-5, which is not higher than 5%
above the Bond Buyer Index of 3.92% dated 09/01/2022, as allowed by the
PID Act. Interest is calculated at 5.92% each year thereafter, which is 2%
above the Bond Buyer Index of 3.92% dated 09/01/2022, as allowed by the
PID Act.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 24
EXHIBIT C-1 – IMPROVEMENT AREA #1 LOT TYPE CLASSIFICATION MAP
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 25
EXHIBIT C-2 – IMPROVEMENT AREA #2A LOT TYPE CLASSIFICATION MAP
ANACAPRI PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 26
EXHIBIT E – BUYER DISCLOSURES
Buyer disclosures for the following Lot Types are found in this Exhibit:
Improvement Area #1
o Lot Type 1
o Lot Type 2
Improvement Area #2A
o Initial Parcel
o Lot Type 3
o Lot Type 4
ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 – LOT
TYPE 1 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $40,241.84
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within
AnaCapri Public Improvement District (the "District") created under Subchapter A, Chapter
372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
[a][b],[c]
2026 511.30$ 2,907.42$ 201.21$ 114.27$ 3,734.20$
2027 547.97$ 2,871.63$ 198.65$ 121.40$ 3,739.65$
2028 586.67$ 2,833.27$ 195.91$ 123.83$ 3,739.69$
2029 629.45$ 2,792.20$ 192.98$ 126.31$ 3,740.94$
2030 674.26$ 2,748.14$ 189.83$ 128.83$ 3,741.07$
2031 723.15$ 2,700.94$ 186.46$ 131.41$ 3,741.97$
2032 776.11$ 2,650.32$ 182.85$ 134.04$ 3,743.32$
2033 833.15$ 2,596.00$ 178.96$ 136.72$ 3,744.83$
2034 892.23$ 2,537.68$ 174.80$ 139.45$ 3,744.16$
2035 957.41$ 2,475.22$ 170.34$ 142.24$ 3,745.21$
2036 1,028.71$ 2,408.20$ 165.55$ 145.09$ 3,747.55$
2037 1,102.04$ 2,336.19$ 160.41$ 147.99$ 3,746.63$
2038 1,183.52$ 2,259.05$ 154.90$ 150.95$ 3,748.42$
2039 1,269.08$ 2,176.20$ 148.98$ 153.97$ 3,748.23$
2040 1,362.78$ 2,087.37$ 142.63$ 157.05$ 3,749.83$
2041 1,462.60$ 1,991.97$ 135.82$ 160.19$ 3,750.58$
2042 1,570.56$ 1,889.59$ 128.51$ 163.39$ 3,752.05$
2043 1,684.64$ 1,779.65$ 120.65$ 166.66$ 3,751.60$
2044 1,815.01$ 1,655.41$ 112.23$ 169.99$ 3,752.64$
2045 1,955.56$ 1,521.55$ 103.16$ 173.39$ 3,753.67$
2046 2,108.34$ 1,377.33$ 93.38$ 176.86$ 3,755.91$
2047 2,271.31$ 1,221.84$ 82.84$ 180.40$ 3,756.38$
2048 2,448.53$ 1,054.33$ 71.48$ 184.01$ 3,758.35$
2049 2,637.97$ 873.75$ 59.24$ 187.69$ 3,758.65$
2050 2,843.72$ 679.20$ 46.05$ 191.44$ 3,760.40$
2051 3,063.72$ 469.48$ 31.83$ 195.27$ 3,760.29$
2052 3,302.05$ 243.53$ 16.51$ 199.18$ 3,761.26$
[a] Interest on the Improvement Area #1 Bonds is calculated at a 7.00%, and 7.375% rate for bonds
maturing 2042 and 2052, respectively.
[b] Does not include TIRZ No. 4 Annual Credit Amount, which shall be calculated every year in each
Annual Service Plan Update.
[c] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings, or other
available offsets could increase or decrease the amounts shown.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 – LOT
TYPE 2 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $44,921.12
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within
AnaCapri Public Improvement District (the "District") created under Subchapter A, Chapter
372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
[a][b],[c]
2026 570.75$ 3,245.49$ 224.61$ 127.56$ 4,168.41$
2027 611.68$ 3,205.54$ 221.75$ 135.52$ 4,174.49$
2028 654.89$ 3,162.72$ 218.69$ 138.23$ 4,174.53$
2029 702.64$ 3,116.88$ 215.42$ 141.00$ 4,175.93$
2030 752.66$ 3,067.69$ 211.91$ 143.82$ 4,176.08$
2031 807.24$ 3,015.01$ 208.14$ 146.69$ 4,177.08$
2032 866.36$ 2,958.50$ 204.11$ 149.63$ 4,178.59$
2033 930.03$ 2,897.86$ 199.77$ 152.62$ 4,180.28$
2034 995.97$ 2,832.75$ 195.12$ 155.67$ 4,179.52$
2035 1,068.74$ 2,763.04$ 190.14$ 158.78$ 4,180.70$
2036 1,148.33$ 2,688.22$ 184.80$ 161.96$ 4,183.31$
2037 1,230.19$ 2,607.84$ 179.06$ 165.20$ 4,182.29$
2038 1,321.14$ 2,521.73$ 172.91$ 168.50$ 4,184.28$
2039 1,416.65$ 2,429.25$ 166.30$ 171.87$ 4,184.07$
2040 1,521.25$ 2,330.08$ 159.22$ 175.31$ 4,185.86$
2041 1,632.67$ 2,223.60$ 151.61$ 178.82$ 4,186.69$
2042 1,753.19$ 2,109.31$ 143.45$ 182.39$ 4,188.34$
2043 1,880.52$ 1,986.59$ 134.68$ 186.04$ 4,187.84$
2044 2,026.06$ 1,847.90$ 125.28$ 189.76$ 4,189.00$
2045 2,182.96$ 1,698.48$ 115.15$ 193.56$ 4,190.14$
2046 2,353.50$ 1,537.48$ 104.24$ 197.43$ 4,192.65$
2047 2,535.41$ 1,363.91$ 92.47$ 201.38$ 4,193.17$
2048 2,733.24$ 1,176.93$ 79.79$ 205.40$ 4,195.36$
2049 2,944.72$ 975.35$ 66.13$ 209.51$ 4,195.70$
2050 3,174.38$ 758.18$ 51.40$ 213.70$ 4,197.66$
2051 3,419.96$ 524.07$ 35.53$ 217.98$ 4,197.53$
2052 3,686.01$ 271.84$ 18.43$ 222.34$ 4,198.62$
[a]Interest on the Improvement Area #1 Bonds is calculated at a 7.00%,and 7.375%rate for bonds
maturing 2042 and 2052, respectively.
[b]Does not include TIRZ No.4 Annual Credit Amount,which shall be calculated every year in each
Annual Service Plan Update.
[c]The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or
other available offsets could increase or decrease the amounts shown.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2A –
INITIAL PARCEL BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2A INITIAL PARCEL PRINCIPAL ASSESSMENT:
$9,913,881.16
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within
AnaCapri Public Improvement District (the "District") created under Subchapter A, Chapter
372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin Count
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
[a][b]
2026 122,852.10$ 693,971.68$ 34,705.37$ 851,529.16$
2027 131,451.75$ 685,372.03$ 31,066.96$ 847,890.74$
2028 178,055.55$ 571,846.98$ 31,688.30$ 781,590.82$
2029 188,596.44$ 561,306.09$ 32,322.06$ 782,224.59$
2030 199,761.35$ 550,141.18$ 32,968.50$ 782,871.03$
2031 211,587.22$ 538,315.31$ 33,627.87$ 783,530.40$
2032 224,113.18$ 525,789.34$ 34,300.43$ 784,202.96$
2033 237,380.68$ 512,521.84$ 34,986.44$ 784,888.96$
2034 251,433.62$ 498,468.91$ 35,686.17$ 785,588.69$
2035 266,318.49$ 483,584.04$ 36,399.89$ 786,302.42$
2036 282,084.54$ 467,817.98$ 37,127.89$ 787,030.41$
2037 298,783.95$ 451,118.58$ 37,870.45$ 787,772.97$
2038 316,471.96$ 433,430.57$ 38,627.85$ 788,530.38$
2039 335,207.10$ 414,695.43$ 39,400.41$ 789,302.94$
2040 355,051.36$ 394,851.17$ 40,188.42$ 790,090.95$
2041 376,070.40$ 373,832.13$ 40,992.19$ 790,894.71$
2042 398,333.77$ 351,568.76$ 41,812.03$ 791,714.56$
2043 421,915.13$ 327,987.40$ 42,648.27$ 792,550.80$
2044 446,892.50$ 303,010.02$ 43,501.24$ 793,403.76$
2045 473,348.54$ 276,553.99$ 44,371.26$ 794,273.79$
2046 501,370.77$ 248,531.76$ 45,258.69$ 795,161.21$
2047 531,051.92$ 218,850.61$ 46,163.86$ 796,066.39$
2048 562,490.19$ 187,412.33$ 47,087.14$ 796,989.67$
2049 595,789.61$ 154,112.91$ 48,028.88$ 797,931.41$
2050 631,060.36$ 118,842.17$ 48,989.46$ 798,891.99$
2051 668,419.13$ 81,483.39$ 49,969.25$ 799,871.78$
2052 707,989.55$ 41,912.98$ 50,968.63$ 800,871.16$
[a] Interest is calculated at 7.00% for years 1-5, which is not higher than 5% above the Bond
Buyer Index of 3.92% dated 09/01/2022, as allowed by the PID Act. Interest is calculated at
5.92% each year thereafter, which is 2% above the Bond Buyer Index of 3.92% dated
09/01/2022, as allowed by the PID Act.
[b] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings,
or other available offsets could increase or decrease the amounts shown.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2A – LOT
TYPE 3 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2A LOT TYPE 3 PRINCIPAL ASSESSMENT: $39,034.60
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within
AnaCapri Public Improvement District (the "District") created under Subchapter A, Chapter
372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
[a][b]
2026 483.71$ 2,732.42$ 136.65$ 3,352.78$
2027 517.57$ 2,698.56$ 122.32$ 3,338.46$
2028 701.07$ 2,251.57$ 124.77$ 3,077.41$
2029 742.57$ 2,210.07$ 127.26$ 3,079.91$
2030 786.53$ 2,166.11$ 129.81$ 3,082.45$
2031 833.10$ 2,119.55$ 132.41$ 3,085.05$
2032 882.42$ 2,070.23$ 135.05$ 3,087.70$
2033 934.66$ 2,017.99$ 137.75$ 3,090.40$
2034 989.99$ 1,962.66$ 140.51$ 3,093.15$
2035 1,048.59$ 1,904.05$ 143.32$ 3,095.96$
2036 1,110.67$ 1,841.97$ 146.19$ 3,098.83$
2037 1,176.42$ 1,776.22$ 149.11$ 3,101.75$
2038 1,246.07$ 1,706.58$ 152.09$ 3,104.73$
2039 1,319.83$ 1,632.81$ 155.13$ 3,107.78$
2040 1,397.97$ 1,554.67$ 158.24$ 3,110.88$
2041 1,480.73$ 1,471.91$ 161.40$ 3,114.04$
2042 1,568.39$ 1,384.26$ 164.63$ 3,117.27$
2043 1,661.24$ 1,291.41$ 167.92$ 3,120.56$
2044 1,759.58$ 1,193.06$ 171.28$ 3,123.92$
2045 1,863.75$ 1,088.89$ 174.71$ 3,127.35$
2046 1,974.08$ 978.56$ 178.20$ 3,130.84$
2047 2,090.95$ 861.70$ 181.76$ 3,134.41$
2048 2,214.73$ 737.91$ 185.40$ 3,138.04$
2049 2,345.84$ 606.80$ 189.11$ 3,141.75$
2050 2,484.72$ 467.93$ 192.89$ 3,145.53$
2051 2,631.81$ 320.83$ 196.75$ 3,149.39$
2052 2,787.62$ 165.03$ 200.68$ 3,153.32$
[a]Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above
the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.
Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond
Buyer Index of 3.92% dated 09/01/2022, as allowed by the PID Act.
[b]The figures shown above are estimates only and subject to change in Annual
Service Plan Updates. Changes in Annual Collection Costs,reserve fund
requirements,interest earnings,or other available offsets could increase or
decrease the amounts shown.
ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2A – LOT
TYPE 4 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2A LOT TYPE 4 PRINCIPAL ASSESSMENT: $43,573.51
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within
AnaCapri Public Improvement District (the "District") created under Subchapter A, Chapter
372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installment
Due 1/31 Principal Interest[a]
Annual Collection
Costs
Annual
Installment[b]
Total 43,573.51$ 46,006.03$ 4,750.15$ 94,329.69$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2A LOT TYPE 4
Item No. 5.e.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Approve an Ordinance of the City Council of the City of Anna, Texas Approving the
2025 Annual Service Plan Update to the Service and Assessment Plan, including the
Assessment Rolls, for the Villages of Hurricane Creek Public Improvement District in
accordance with Chapter 372, Texas Local Government Code, as amended; and
Providing an Effective Date. (Assistant Director of Economic Development Natasha
Roach)
SUMMARY:
The Service and Assessment Plan (SAP) sets forth the costs of the Authorized
Improvements, and the manner of assessing the property in the District for the costs of
such Authorized Improvements based on the benefit provided to the Assessed Property.
Pursuant to the PID Act, the SAP must be reviewed and updated annually. This
document is the Annual Service Plan Update for 2025. The City Council also adopted
an Assessment Roll identifying the Assessments on each lot within the District, based
on the method of assessment identified in the SAP. This 2025 Annual Service Plan
Update also updates the Assessment Roll for 2025.
FINANCIAL IMPACT:
There is no financial impact with this item.
BACKGROUND:
The Hurricane Creek Public Improvement District was created pursuant to the Public
Improvement District (PID) Act and a resolution of the Anna City Council on November
13, 2018. Anna has contracted with P3 Works to provide administrative and
management support services associated with Hurricane Creek Public Improvement
District.
The P3 Works scope of services includes the annual determination of the special
assessments to be collected from the property within the PID boundaries, as well as
updating the service and assessment plan and special assessment roll. In compliance
with Chapter 372, Texas Local Government Code, the Service and Assessment Plan
must be reviewed and updated annually.
This document is the annual update of the Service and Assessment Plan for 2025-2026.
This Annual Service Plan update is related to the annual budget for the payment of PID
obligations.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Ordinance Approving 2025 SAP Update (Hurricane Creek PID) v1
1
CITY OF ANNA, TEXAS
ORDINANCE NO. ________
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS APPROVING THE 2025 ANNUAL SERVICE PLAN UPDATE TO
THE SERVICE AND ASSESSMENT PLAN, INCLUDING THE
ASSESSMENT ROLLS, FOR THE VILLAGES OF HURRICANE CREEK
PUBLIC IMPROVEMENT DISTRICT IN ACCORDANCE WITH
CHAPTER 372, TEXAS LOCAL GOVERNMENT CODE, AS AMENDED;
AND PROVIDING AN EFFECTIVE DATE.
RECITALS
WHEREAS, on November 13, 2018, after notice and a public hearing in the manner required by
law, the City Council (the “City Council”) of the City of Anna, Texas (the “City”) passed and
approved Resolution No. 2018-11-506 authorizing the creation of the Villages of Hurricane Creek
Public Improvement District (the “District”); and
WHEREAS, on March 12, 2019 and December 13, 2022, after notices and public hearings in the
manner required by law, the City Council passed Ordinance Nos. 807-2019 and 1025-2022,
respectively, approving and/or updating a service and assessment plan for the District (the “Service
and Assessment Plan”) as required by the PID Act, including the assessment rolls attached to said
Service and Assessment Plan (the “Assessment Rolls”), and levying special assessments (the
“Assessments”) on certain property within District in accordance with the PID Act for the purposes
of financing the public improvements (the “Authorized Improvements”) undertaken for the benefit
of such property, which Ordinance Nos. 807-2019 and 1025-2022 were recorded in the real
property records of Collin County, Texas as Document Nos. 20190314000269180 and
2022000178813, respectively; and
WHEREAS, Chapter 372, Texas Local Government Code (as amended, the “PID Act”) requires
the Service and Assessment Plan to be reviewed and updated annually for the purposes of
determining the annual budget for the Authorized Improvements; and
WHEREAS, the City Council has received the “Hurricane Creek Public Improvement District
2025 Annual Service Plan Update” (the “Annual Service Plan Update”) attached hereto as
Exhibit A, which includes the updated Assessment Rolls, and now desires to proceed with the
adoption of this Ordinance which approves and adopts the Annual Service Plan Update and
updated Assessment Rolls for the District as required by the PID Act.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS:
Section 1. Terms. Terms not otherwise defined herein are defined in the Service and Assessment
Plan.
Section 2. Findings. The recitals set forth in the WHEREAS clauses of this Ordinance are true
and correct and are hereby incorporated by reference and made a part of this Ordinance for all
2
purposes as if the same were restated in full in this Section and constitute findings of the City
Council acting in its discretionary, legislative capacity.
Section 3. Assessment Plan. As required by Section 371.013(d) of the PID Act, the Annual
Service Plan Update attached hereto as Exhibit A is hereby approved and the same is incorporated
as part of this Ordinance as if fully set forth in the body of this Ordinance.
Section 4. Severability. If any provision, section, subsection, sentence, clause, or phrase of this
Ordinance, or the application of same to any person or set of circumstances is for any reason held
to be unconstitutional, void, or invalid, the validity of the remaining portions of this Ordinance or
the application to other persons or sets of circumstances shall not be affected thereby, it being the
intent of the governing body of the City in adopting this Ordinance that no portion hereof, or
provision or regulation contained herein shall become inoperative or fail by reason of any
unconstitutionality, voidness, or invalidity of any other portion hereof, and all provisions of this
Ordinance are declared to be severable for that purpose.
Section 5. Filing in Land Records. As required by Section 371.013(e) of the PID Act, the City
Secretary is directed to cause a copy of this Ordinance, including the Annual Service Plan Update
attached hereto as Exhibit A, to be recorded in the real property records of Collin County, Texas,
on or before July 29, 2025.
Section 6. Effective Date. This Ordinance shall take effect immediately from and after its passage
in accordance with applicable law.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS, THIS 22ND DAY OF JULY, 2025.
_________________________________
ATTEST: Pete Cain, Mayor
_________________________________
Carrie Land, City Secretary [SEAL]
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the _______ day of July, 2025 by Pete
Cain, the Mayor, and Carrie L. Land, the City Secretary, of the City of Anna, Texas on behalf of
said City.
Notary Public, State of Texas
(SEAL)
Exhibit A
Hurricane Creek Public Improvement District
2025 Annual Service Plan Update
[Remainder of page left intentionally blank.]
ULY
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
INTRODUCTION
Capitalized terms used in this 2025 Annual Service Plan Update shall have the meanings set forth
in the 2022 Amended and Restated Service and Assessment Plan (the “A&R SAP”).
On November 13, 2018, the City passed and approved Resolution No. 2018-11-506 authorizing
the establishment of the District in accordance with the PID Act, which authorization was
effective upon publication as required by the PID Act. The purpose of the District is to finance the
Actual Costs of Authorized Improvements that confer a special benefit on approximately 368.2
acres located within the City.
On March 12, 2019, the City Council approved Ordinance No. 807-2019 approving the 2019
Service and Assessment Plan for the District, which approved the levy of Assessments on
Assessed Property within Improvement Area #1 and the Major Improvement Area of the District
and approved the Improvement Area #1 Assessment Roll and the Major Improvement Area
Assessment Roll.
On July 14, 2020, the City Council adopted Resolution No. 2020-07-763 approving the 2020
Annual Service Plan Update for the District. The 2020 Annual Service Plan Update updated the
Assessment Rolls for 2020.
On July 27, 2021, the City Council approved Ordinance No. 929-2021 approving the 2021 Annual
Service Plan Update for the District. The 2021 Annual Service Plan Update updated the
Assessment Rolls for 2021.
On July 26, 2022, the City Council approved Ordinance No. 985-2022 approving the 2022 Annual
Service Plan Update for the District. The 2022 Annual Service Plan Update updated Assessment
Rolls for 2022.
On December 13, 2022, the City Council approved Ordinance No. 1025-2022 approving the 2022
Amended and Restated Service and Assessment Plan for the District by adopting the 2022
Assessment Ordinance, which serves to amend and restate the 2019 Service and Assessment
Plan, including all previously approved Annual Service Plan Updates (including the 2020 Annual
Service Plan Update, 2021 Annual Service Plan Update, and 2022 Annual Service Plan Update), in
its entirety for the purposes of (1) identifying the Improvement Area #2 Improvements, (2)
levying the Improvement Area #2 Assessment, (3) incorporating provisions relating to the City’s
issuance of the Improvement Area #2 Bonds and (3) updating the Assessment Rolls.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
On December 13, 2022, the City Council adopted Ordinance No. 1026-2022, which approved the
issuance of the Improvement Area #2 Bonds.
On July 25, 2023, the City Council adopted Ordinance No. 1060-2023-07 approving the 2023
Annual Service Plan Update for the District. The 2023 Annual Service Plan Update updated
Assessment Rolls for 2023.
On August 27, 2024, the City Council adopted Ordinance No. 1113-2024-08 approving the 2024
Annual Service Plan Update for the District. The 2024 Annual Service Plan Update updated
Assessment Rolls for 2024.
The A&R SAP identified the Authorized Improvements to be constructed for the benefit of the
Assessed Property within the District, the costs of the Authorized Improvements, the
indebtedness to be incurred for the Authorized Improvements, and the manner of assessing the
property in the District for the costs of the Authorized Improvements. Pursuant to the PID Act,
the A&R SAP must be reviewed and updated annually. This document is the Annual Service Plan
Update for 2025.
The City Council also adopted an Assessment Roll identifying the Assessments on each Lot within
the District, based on the method of assessment identified in the A&R SAP. This 2025 Annual
Service Plan Update also updates the Assessment Roll for 2025.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 3
PARCEL SUBDIVISION
Improvement Area #1
The Final Plat of the Villages of Hurricane Creek Phase 1 was filed and recorded with the County
on October 15, 2020.
See the completed Lot Type classification summary within Improvement Area #1 below:
Improvement Area #2
The Final Plat of The Villages of Hurricane Creek Phase 1B was filed and recorded with the County
on August 11, 2023, and consists of 68 residential Lots and 5 Lots of Non-Benefited Property.
The Final Plat of The Villages of Hurricane Creek Phase 1 Lots 19R-23, 3X, 24X, Block K, a Replat
of Lots 19 & 1X, Block K of the Villages of Hurricane Creek was filed and recorded with the County
on August 11, 2023, and consists of 5 residential Lots and 2 Lots of Non-Benefited Property.
The Final Plat of Phase 2 was filed and recorded with the County on August 11, 2023, and consists
of 267 residential Lots and 5 Lots of Non-Benefited Property.
See the completed Lot Type classification summary within Improvement Area #2 below:
See Exhibit C for the Lot Type classification map.
Lot Type Number of Lots
Total 220
Improvement Area #1
Lot Type Number of Lots
Total 340
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 4
LOT AND HOME SALES
Improvement Area #1
Per the Developer, as of March 31, 2025, the lot ownership composition is provided below:
• Developer Owned:
o Lot Type 1: 0 Lots
o Lot Type 2: 0 Lots
• Homebuilder Owned:
o Lot Type 1: 1 Lots
o Lot Type 2: 5 Lots
• End-User Owned:
o Lot Type 1: 142 Lots
o Lot Type 2: 72
Improvement Area #2
Per the Quarterly Report dated March 31, 2025, the lot ownership composition is provided
below:
• Developer Owned:
o Lot Type 3: 0 Lots
o Lot Type 4: 108 Lots
o Lot Type 5: 6 Lots
o Lot Type 6: 4 Lots
o Lot Type 7: 2 Lots
• Homebuilder Owned:
o Lot Type 3: 9 Lots
o Lot Type 4: 85 Lots
o Lot Type 5: 20 Lots
o Lot Type 6: 8 Lots
o Lot Type 7: 6 Lots
• End-User Owned:
o Lot Type 3: 35 Lots
o Lot Type 4: 30 Lots
o Lot Type 5: 6 Lots
o Lot Type 6: 15 Lots
o Lot Type 7: 6 Lots
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 5
Major Improvement Area
Per the Quarterly Report dated March 31, 2025, the lot ownership composition is provided
below:
• Developer Owned:
o 40’ x 100’ lot: 46 Lots
o 50’ x 100’ lot: 355 Lots
o 60’ x 120’ lot: 45 Lots
o 70’ x 120’ lot: 6 Lots
o 80’ x 120’ lot: 4 Lots
o 90’ x 120’ lot: 2 Lots
• Homebuilder Owned:
o 40’ x 100’ lot: 9 Lots
o 50’ x 100’ lot: 85 Lots
o 60’ x 120’ lot: 0 Lots
o 70’ x 120’ lot: 20 Lots
o 80’ x 120’ lot: 8 Lots
o 90’ x 120’ lot: 6 Lots
• End-User Owned:
o 40’ x 100’ lot: 35 Lots
o 50’ x 100’ lot: 30 Lots
o 60’ x 120’ lot: 0 Lots
o 70’ x 120’ lot: 6 Lots
o 80’ x 120’ lot: 15 Lots
o 90’ x 120’ lot: 6 Lots
See Exhibit D for the buyer disclosures.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 6
AUTHORIZED IMPROVEMENTS
Improvement Area #1
The Developer has completed the Improvement Area #1 Improvements, and they were dedicated
to the City in Q2 2021.
Improvement Area #2
Per the Quarterly Report dated March 31, 2025, the Authorized Improvements listed in the A&R
SAP for Improvement Area #2 are currently under construction and projected to be completed
in the second quarter of 2026. The budget for the Authorized Improvements remains unchanged
as shown in the table below.
Major Improvement Area
The Developer has completed the Major Improvements, and they were dedicated to the City in
Q2 2021.
OUTSTANDING ASSESSMENT
Improvement Area #1
Net of principal bond payment due September 1, 2025, Improvement Area #1 has an outstanding
Assessment of $6,554,138.04. The outstanding Assessment is less than the outstanding PID
Bonds of $6,790,000.00 due to prepayment of Assessments for which PID Bonds have not been
redeemed.
Improvement Area #2
Net of principal bond payment due September 1, 2025, Improvement Area #2 has an outstanding
Authorized Improvements Budget Spent to Date
Percentage of
Budget Spent
Actual/Forecast
Completion Date
Total 8,340,808.00$ 8,519,896.06$ 102.15%
Notes:
Improvement Area #21
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 7
Assessment of $10,212,769.58. The outstanding Assessment is less than the outstanding PID
Bonds of $10,241,000.00 due to prepayment of Assessments for which PID Bonds have not been
redeemed.
Major Improvement Area
Net of principal bond payment due September 1, 2025, Major Improvement Area has an
outstanding Assessment of $3,290,307.84. The outstanding Assessment is less than the
outstanding PID Bonds of $3,295,000.00 due to prepayment of Assessments for which PID Bonds
have not been redeemed.
TIRZ NO. 2 ANNUAL CREDIT
Improvement Area #1
The TIRZ No. 2 Annual Credit Amount shall only be applied to principal and interest component
of the Annual Installment, as further described in the A&R SAP. The Maximum TIRZ No. 2 Annual
Credit Amount for each Lot Type is shown below:
Application of qualifying property tax exemptions may decrease or eliminate the amount of the
TIRZ No. 2 Annual Credit Amount available on a parcel-by-parcel basis.
The resulting TIRZ No. 2 Annual Credit Amount by Parcel is included in the Assessment Roll
attached hereto as Exhibit A-1.
ANNUAL INSTALLMENT DUE 1/31/2026
Improvement Area #1
Principal and Interest – The total principal and interest required for the Annual
Installment is $571,850.00.
o TIRZ No. 2 Annual Credit Amount – The total TIRZ No. 2 Annual Credit Amount,
credited against the principal and interest required for the Annual Installment, is
Improvement Area #1
Lot Type
TIRZ No. 2 Maximum
Annual Credit
Amount
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 8
to be determined.
Additional Interest – Additional Interest is collected to fund the Delinquency and
Prepayment Reserve Account. The Delinquency and Prepayment Reserve Requirement,
as defined in the Improvement Area #1 Indenture, has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessment, resulting in an Additional Interest for Improvement Area #1
of $33,950.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Annual Installment for Improvement Area #1 is $26,867.35. See below
for a breakdown of the Annual Collection Costs.
Please see the Limited Offering Memorandum for Improvement Area #1 for the pay period. See
Exhibit B-1 for the debt service schedule for the Improvement Area #1 PID Bonds as shown in
the Limited Offering Memorandum.
Total Administrative Costs 26,867.35$
Annual Collection Costs Breakdown
Improvement Area #1
Total Annual Installment 632,667.35$
Improvement Area #1
Due January 31, 2026
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 9
Improvement Area #2
Principal and Interest – The total principal and interest required for the Annual
Installment is $765,210.00.
Additional Interest – Additional Interest is collected to fund the Delinquency and
Prepayment Reserve Account. The Delinquency and Prepayment Reserve Requirement,
as defined in the Improvement Area #2 Indenture, has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessment, resulting in an Additional Interest for Improvement Area #2
of $51,205.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Annual Installment for Improvement Area #2 is $56,650.84. See below
for a breakdown of the Annual Collection Costs.
Total Administrative Costs 56,650.84$
Annual Collection Costs Breakdown
Improvement Area #2
Total Annual Installment 873,065.84$
Due January 31, 2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 10
Please see the Limited Offering Memorandum for Improvement Area #2 for the pay period. See
Exhibit B-2 for the debt service schedule for the Improvement Area #2 PID Bonds as shown in the
Limited Offering Memorandum.
Major Improvement Area
Principal and Interest – The total principal and interest required for the Annual
Installment is $290,200.00.
Additional Interest – Additional Interest is collected to fund the Delinquency and
Prepayment Reserve Account. The Delinquency and Prepayment Reserve Requirement,
as defined in the Major Improvement Area Indenture, has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessment, resulting in an Additional Interest for the Major
Improvement Area of $16,475.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Annual Installment for the Major Improvement Area is $15,403.39. See
below for a breakdown of the Annual Collection Costs.
Total Administrative Costs 15,403.39$
Annual Collection Costs Breakdown
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 11
Please see the Limited Offering Memorandum for the Major Improvement Area for the pay
period. See Exhibit B-3 for the debt service schedule for the Major Improvement Area PID Bonds
as shown in the Limited Offering Memorandum.
Total Annual Installment 322,078.39$
Major Improvement Area
Due January 31, 2026
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 12
PREPAYMENT OF ASSESSMENTS IN FULL
Improvement Area #1
The following is a list of all Parcels or Lots that made a Prepayment in full within Improvement
Area #1.
Improvement Area #2
The following is a list of all Parcels or Lots that made a Prepayment in full within Improvement
Area #2.
Major Improvement Area
The following is a list of all Parcels or Lots that made a Prepayment in full within the Major
Improvement Area.
PARTIAL PREPAYMENT OF ASSESSMENTS
Improvement Area #1
The following is a list of all Parcels or Lots that made a partial prepayment within Improvement
Area #1.
Property ID Address Lot Type Prepayment Date
Improvement Area #1
Property ID Address Lot Type Prepayment Date
Improvement Area #2
Property ID Address Lot Type Prepayment Date
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 13
Improvement Area #2
No partial prepayments of Assessments have occurred within Improvement Area #2.
Major Improvement Area
No partial prepayments of Assessments have occurred within the Major Improvement Area.
EXTRAORDINARY OPTIONAL REDEMPTIONS
Improvement Area #1
No extraordinary optional redemptions have taken place within Improvement Area #1.
Improvement Area #2
No extraordinary optional redemptions have taken place within Improvement Area #2.
Major Improvement Area
No extraordinary optional redemptions have taken place within the Major Improvement Area.
Property ID Address Lot Type Prepayment Date Prepayment
Notes:
Improvement Area #1
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 14
SERVICE PLAN – FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the Authorized
Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection
shall cover a period of not less than five years.
Annual Installment Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Total Annual Installment (4) = (1) + (2) + (3) $ 632,667.35 $ 643,437.20 $ 645,096.19 $ 646,144.61 $ 641,582.76
Notes:
Improvement Area #1
Annual Installment Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Total Annual Installment (4) = (1) + (2) + (3) $ 322,078.39 $ 326,506.46 $ 327,444.09 $ 328,066.47 $ 328,373.80
Major Improvement Area
Annual Installment Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Total Annual Installment (4) = (1) + (2) + (3) $ 873,065.84 $ 866,685.07 $ 866,068.07 $ 867,031.23 $ 867,017.45
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 15
ASSESSMENT ROLL
The list of current Lots within the District, the corresponding total Assessments, and current
Annual Installment are shown on the Assessment Rolls attached hereto as Exhibit A-1, Exhibit A-
2, and Exhibit A-3. The Parcels or Lots shown on the Assessment Rolls will receive the bills for the
2025 Annual Installments which will be delinquent if not paid by January 31, 2026. The list of
Parcels shown on the Assessment Roll is subject to change based on the final certified rolls
provided by the County prior to billing.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 16
EXHIBIT A-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL
Property ID[a]Lot Type Notes
Outstanding
Assessment[f]
Annual Installment
before TIRZ
TIRZ#2 Annual Credit
Amount
Annual Installment
Due 1/31/2026[b]
Improvement Area #1
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 17
2821960 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821919 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822040 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822000 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821912 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822091 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821927 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822082 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821990 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821993 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822025 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821955 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822134 Non-Benefited Property -$ -$ TBD -$
2822067 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822023 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821998 Lot Type 1 [d]25,913.86$ 2,418.25$ TBD 2,418.25$
2822083 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822015 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821923 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821914 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822138 Non-Benefited Property -$ -$ TBD -$
2822013 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821925 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822007 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821922 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822003 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822006 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822017 Lot Type 1 [c]-$ -$ TBD -$
2822010 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821901 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821898 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821913 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822059 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821956 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821979 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821958 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822123 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822022 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822016 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821926 Lot Type 1 [c]-$ -$ TBD -$
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 18
2822106 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821992 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822121 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822095 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821915 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821994 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822104 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822090 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821935 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822080 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822081 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822086 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821986 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821930 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822118 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822116 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822109 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822048 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822142 Non-Benefited Property -$ -$ TBD -$
2822046 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821973 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822139 Non-Benefited Property -$ -$ TBD -$
2822120 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822042 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822055 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821971 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821976 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822105 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821967 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822087 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821999 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821934 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822004 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821916 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821989 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821931 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822050 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821947 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821969 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821980 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 19
2822092 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821907 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822066 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822064 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822005 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822097 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822094 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821957 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821921 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821951 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822060 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822018 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822078 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821939 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821928 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821900 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821940 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821966 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822107 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822012 Lot Type 1 [d]19,577.24$ 1,826.92$ TBD 1,826.92$
2821946 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822143 Non-Benefited Property -$ -$ TBD -$
2822008 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821910 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821959 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822119 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822024 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821906 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822045 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822098 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822101 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822035 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821903 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822130 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821962 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822034 Lot Type 1 [c]-$ -$ TBD -$
2822052 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822053 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822112 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822065 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 20
2821924 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821908 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821972 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822088 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822117 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821896 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821961 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822103 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822002 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821950 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821945 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821904 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822037 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821944 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822114 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822054 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821905 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821964 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822128 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821941 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822131 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821963 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821978 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822044 Lot Type 2 [c]-$ -$ TBD -$
2822129 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822115 Lot Type 2 [c]-$ -$ TBD -$
2822141 Non-Benefited Property -$ -$ TBD -$
2822133 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822031 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822099 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822056 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822126 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821911 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821968 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822108 Lot Type 2 [c]-$ -$ TBD -$
2821965 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821938 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822111 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821988 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821918 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 21
Property ID[a]Lot Type Notes
Outstanding
Assessment[f]
Annual Installment
before TIRZ
TIRZ#2 Annual Credit
Amount
Annual Installment
Due 1/31/2026[b]
2822038 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822049 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821943 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821942 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822028 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821920 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822102 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821975 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822136 Non-Benefited Property -$ -$ TBD -$
2822029 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821899 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822125 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822039 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821909 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821902 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822137 Non-Benefited Property -$ -$ TBD -$
2822127 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822032 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822061 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822009 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821954 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2821897 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822100 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2821952 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822132 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822041 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822113 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2822036 Lot Type 1 29,389.38$ 2,742.58$ TBD 2,742.58$
2822051 Lot Type 2 33,601.54$ 3,135.65$ TBD 3,135.65$
2890471 Non-Benefited Property -$ -$ TBD -$
2890470 Non-Benefited Property -$ -$ TBD -$
6,554,138.04$ 611,623.88$ -$ 611,623.67$
Improvement Area #1
Total[g]
[a] Property IDs preliminary and subject to change based on the final certified rolls provided by the County prior to billing.
[b] Cumulative of TIRZ No. 2 Annual Credit Amount.
[c] Property ID has prepaid their Assessment in full.
[d] Property ID has partially prepaid their Assessment.
[e] Undivided interest of parent Property ID 2856980 located at 3321 Lakeshore Dr., billed 50% to Property ID 2865981 and 50% to Property ID 2822093.
[f] Outstanding Assessment prior to 1/31/2026 Annual Installment.
[g] Totals may not add or match Service Plan or installment schedules due to rounding and unredeemed Prepayments.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 22
EXHIBIT A-2 – IMPROVEMENT AREA #2 ASSESSMENT ROLL
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 23
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 24
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 25
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 26
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 27
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 28
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 29
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 30
Property ID[a]Lot Type Note
Outstanding
Assessment[d]
Annual Installment
Due 1/31/2026
10,212,769.58$ 870,814.84$
Notes:
Total[b]
Improvement Area #2
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 31
EXHIBIT A-3 – MAJOR IMPROVEMENT AREA ASSESSMENT ROLL
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890466 Lot Type 5 6,072.21$ 593.58$
2890465 Lot Type 5 6,072.21$ 593.58$
2890467 Lot Type 5 6,072.21$ 593.58$
2890469 Lot Type 5 6,072.21$ 593.58$
2890468 Lot Type 5 6,072.21$ 593.58$
2890377 Lot Type 4 4,692.16$ 458.68$
2890392 Lot Type 4 4,692.16$ 458.68$
2890371 Lot Type 4 4,692.16$ 458.68$
2890346 Lot Type 4 4,692.16$ 458.68$
2890407 Lot Type 4 4,692.16$ 458.68$
2890293 Lot Type 4 4,692.16$ 458.68$
2890357 Lot Type 4 4,692.16$ 458.68$
2890368 Lot Type 4 4,692.16$ 458.68$
2890309 Lot Type 4 4,692.16$ 458.68$
2890356 Lot Type 4 4,692.16$ 458.68$
2890362 Lot Type 4 4,692.16$ 458.68$
2890367 Lot Type 4 4,692.16$ 458.68$
2890306 Lot Type 4 4,692.16$ 458.68$
2890355 Lot Type 4 4,692.16$ 458.68$
2890305 Lot Type 4 4,692.16$ 458.68$
2890340 Lot Type 4 4,692.16$ 458.68$
2890292 Lot Type 4 4,692.16$ 458.68$
2890406 Lot Type 4 4,692.16$ 458.68$
2890353 Lot Type 4 4,692.16$ 458.68$
2890389 Lot Type 4 4,692.16$ 458.68$
2890308 Lot Type 4 4,692.16$ 458.68$
2890304 Lot Type 4 4,692.16$ 458.68$
2890387 Lot Type 4 4,692.16$ 458.68$
2890386 Lot Type 4 4,692.16$ 458.68$
2890408 Lot Type 4 4,692.16$ 458.68$
2890343 Lot Type 4 4,692.16$ 458.68$
2890374 Lot Type 4 4,692.16$ 458.68$
2890364 Lot Type 4 4,692.16$ 458.68$
2890388 Lot Type 4 4,692.16$ 458.68$
2890348 Lot Type 4 4,692.16$ 458.68$
2890402 Lot Type 4 4,692.16$ 458.68$
2890291 Lot Type 4 4,692.16$ 458.68$
2890381 Lot Type 4 4,692.16$ 458.68$
2890307 Lot Type 4 4,692.16$ 458.68$
2890383 Lot Type 4 4,692.16$ 458.68$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 32
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890363 Lot Type 4 4,692.16$ 458.68$
2890350 Lot Type 4 4,692.16$ 458.68$
2890369 Lot Type 4 4,692.16$ 458.68$
2890359 Lot Type 4 4,692.16$ 458.68$
2890342 Lot Type 4 4,692.16$ 458.68$
2890384 Lot Type 4 4,692.16$ 458.68$
2890354 Lot Type 4 4,692.16$ 458.68$
2890299 Lot Type 4 4,692.16$ 458.68$
2890376 Lot Type 4 4,692.16$ 458.68$
2890409 Lot Type 4 4,692.16$ 458.68$
2890313 Lot Type 4 4,692.16$ 458.68$
2890412 Lot Type 4 4,692.16$ 458.68$
2890302 Lot Type 4 4,692.16$ 458.68$
2890248 Lot Type 4 4,692.16$ 458.68$
2890385 Lot Type 4 4,692.16$ 458.68$
2890358 Lot Type 4 4,692.16$ 458.68$
2890380 Lot Type 4 4,692.16$ 458.68$
2890382 Lot Type 4 4,692.16$ 458.68$
2890327 Lot Type 4 4,692.16$ 458.68$
2890268 Lot Type 4 4,692.16$ 458.68$
2890338 Lot Type 4 4,692.16$ 458.68$
2890366 Lot Type 4 4,692.16$ 458.68$
2890310 Lot Type 4 4,692.16$ 458.68$
2890390 Lot Type 4 4,692.16$ 458.68$
2890393 Lot Type 4 4,692.16$ 458.68$
2890333 Lot Type 4 4,692.16$ 458.68$
2890329 Lot Type 4 4,692.16$ 458.68$
2890295 Lot Type 4 4,692.16$ 458.68$
2890404 Lot Type 4 4,692.16$ 458.68$
2890294 Lot Type 4 4,692.16$ 458.68$
2890410 Lot Type 4 4,692.16$ 458.68$
2890252 Lot Type 4 4,692.16$ 458.68$
2890253 Lot Type 4 4,692.16$ 458.68$
2890378 Lot Type 4 4,692.16$ 458.68$
2890375 Lot Type 4 4,692.16$ 458.68$
2890138 Lot Type 4 4,692.16$ 458.68$
2890373 Lot Type 4 4,692.16$ 458.68$
2890365 Lot Type 4 4,692.16$ 458.68$
2890361 Lot Type 4 4,692.16$ 458.68$
2890351 Lot Type 4 4,692.16$ 458.68$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 33
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890311 Lot Type 4 4,692.16$ 458.68$
2890397 Lot Type 4 4,692.16$ 458.68$
2890349 Lot Type 4 4,692.16$ 458.68$
2890403 Lot Type 4 4,692.16$ 458.68$
2890323 Lot Type 4 4,692.16$ 458.68$
2890324 Lot Type 4 4,692.16$ 458.68$
2890414 Lot Type 4 4,692.16$ 458.68$
2890286 Lot Type 4 4,692.16$ 458.68$
2890360 Lot Type 4 4,692.16$ 458.68$
2890142 Lot Type 4 4,692.16$ 458.68$
2890290 Lot Type 4 4,692.16$ 458.68$
2890396 Lot Type 4 4,692.16$ 458.68$
2890155 Non-Benefited Property -$ -$
2890136 Lot Type 4 4,692.16$ 458.68$
2890251 Lot Type 4 4,692.16$ 458.68$
2890405 Lot Type 4 4,692.16$ 458.68$
2890264 Lot Type 4 4,692.16$ 458.68$
2890298 Lot Type 4 4,692.16$ 458.68$
2890242 Lot Type 4 4,692.16$ 458.68$
2890182 Lot Type 4 4,692.16$ 458.68$
2890330 Lot Type 4 4,692.16$ 458.68$
2890288 Lot Type 4 4,692.16$ 458.68$
2890337 Lot Type 4 4,692.16$ 458.68$
2890274 Lot Type 4 4,692.16$ 458.68$
2890258 Lot Type 4 4,692.16$ 458.68$
2890336 Lot Type 4 4,692.16$ 458.68$
2890265 Lot Type 4 4,692.16$ 458.68$
2890256 Lot Type 4 4,692.16$ 458.68$
2890283 Lot Type 4 4,692.16$ 458.68$
2890395 Lot Type 4 4,692.16$ 458.68$
2890246 Lot Type 4 4,692.16$ 458.68$
2890249 Lot Type 4 4,692.16$ 458.68$
2890229 Lot Type 4 [c]-$ -$
2890159 Lot Type 3 4,140.14$ 404.72$
2890173 Lot Type 3 4,140.14$ 404.72$
2890334 Lot Type 4 4,692.16$ 458.68$
2890260 Lot Type 4 4,692.16$ 458.68$
2890267 Lot Type 4 4,692.16$ 458.68$
2890237 Lot Type 4 4,692.16$ 458.68$
2890352 Lot Type 4 4,692.16$ 458.68$
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 34
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890347 Lot Type 4 4,692.16$ 458.68$
2890391 Lot Type 4 4,692.16$ 458.68$
2890282 Lot Type 4 4,692.16$ 458.68$
2890315 Lot Type 4 4,692.16$ 458.68$
2890297 Lot Type 4 4,692.16$ 458.68$
2890239 Lot Type 4 4,692.16$ 458.68$
2890140 Lot Type 4 4,692.16$ 458.68$
2890275 Lot Type 4 4,692.16$ 458.68$
2890301 Lot Type 4 4,692.16$ 458.68$
2890266 Lot Type 4 4,692.16$ 458.68$
2890238 Lot Type 4 4,692.16$ 458.68$
2890398 Lot Type 4 4,692.16$ 458.68$
2890186 Lot Type 4 4,692.16$ 458.68$
2890370 Lot Type 4 4,692.16$ 458.68$
2890344 Lot Type 4 4,692.16$ 458.68$
2890339 Lot Type 4 4,692.16$ 458.68$
2890400 Lot Type 4 4,692.16$ 458.68$
2890317 Lot Type 4 4,692.16$ 458.68$
2890411 Lot Type 4 4,692.16$ 458.68$
2890187 Lot Type 4 4,692.16$ 458.68$
2890184 Lot Type 4 4,692.16$ 458.68$
2890312 Lot Type 4 4,692.16$ 458.68$
2890300 Lot Type 4 4,692.16$ 458.68$
2890325 Lot Type 4 4,692.16$ 458.68$
2890328 Lot Type 4 4,692.16$ 458.68$
2890272 Lot Type 4 4,692.16$ 458.68$
2890277 Lot Type 4 4,692.16$ 458.68$
2890207 Lot Type 3 4,140.14$ 404.72$
2890318 Lot Type 4 4,692.16$ 458.68$
2890303 Lot Type 4 4,692.16$ 458.68$
2890401 Lot Type 4 4,692.16$ 458.68$
2890224 Lot Type 4 4,692.16$ 458.68$
2890232 Lot Type 4 4,692.16$ 458.68$
2890183 Lot Type 4 4,692.16$ 458.68$
2890156 Lot Type 3 4,140.14$ 404.72$
2890331 Lot Type 4 4,692.16$ 458.68$
2890247 Lot Type 4 4,692.16$ 458.68$
2890413 Lot Type 4 4,692.16$ 458.68$
2890345 Lot Type 4 4,692.16$ 458.68$
2890379 Lot Type 4 4,692.16$ 458.68$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 35
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890223 Lot Type 4 4,692.16$ 458.68$
2890335 Lot Type 4 4,692.16$ 458.68$
2890322 Lot Type 4 4,692.16$ 458.68$
2890231 Lot Type 4 4,692.16$ 458.68$
2890243 Lot Type 4 4,692.16$ 458.68$
2890235 Lot Type 4 4,692.16$ 458.68$
2890394 Lot Type 4 4,692.16$ 458.68$
2890269 Lot Type 4 4,692.16$ 458.68$
2890221 Lot Type 4 4,692.16$ 458.68$
2890213 Lot Type 4 4,692.16$ 458.68$
2890263 Lot Type 4 4,692.16$ 458.68$
2890227 Lot Type 4 4,692.16$ 458.68$
2890225 Lot Type 4 4,692.16$ 458.68$
2890174 Lot Type 3 4,140.14$ 404.72$
2890179 Lot Type 4 4,692.16$ 458.68$
2890399 Lot Type 4 4,692.16$ 458.68$
2890262 Lot Type 4 4,692.16$ 458.68$
2890230 Lot Type 4 4,692.16$ 458.68$
2890259 Lot Type 4 4,692.16$ 458.68$
2890270 Lot Type 4 4,692.16$ 458.68$
2890234 Lot Type 4 4,692.16$ 458.68$
2890222 Lot Type 4 4,692.16$ 458.68$
2890212 Lot Type 3 [g]4,140.14$ 202.36$
2938525 Lot Type 3 [g]4,140.14$ 202.36$
2890341 Lot Type 4 4,692.16$ 458.68$
2890326 Lot Type 4 4,692.16$ 458.68$
2890285 Lot Type 4 4,692.16$ 458.68$
2890240 Lot Type 4 4,692.16$ 458.68$
2890279 Lot Type 4 4,692.16$ 458.68$
2890178 Lot Type 4 4,692.16$ 458.68$
2890287 Lot Type 4 4,692.16$ 458.68$
2890201 Lot Type 3 4,140.14$ 404.72$
2890139 Lot Type 4 4,692.16$ 458.68$
2890185 Lot Type 4 4,692.16$ 458.68$
2890217 Lot Type 4 4,692.16$ 458.68$
2890214 Lot Type 4 4,692.16$ 458.68$
2890199 Lot Type 3 4,140.14$ 404.72$
2890166 Lot Type 3 4,140.14$ 404.72$
2890372 Lot Type 4 4,692.16$ 458.68$
2890194 Lot Type 3 4,140.14$ 404.72$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 36
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890210 Lot Type 3 4,140.14$ 404.72$
2890151 Lot Type 4 4,692.16$ 458.68$
2890144 Lot Type 4 4,692.16$ 458.68$
2890150 Lot Type 4 4,692.16$ 458.68$
2890170 Lot Type 3 4,140.14$ 404.72$
2890164 Lot Type 3 4,140.14$ 404.72$
2890147 Lot Type 4 4,692.16$ 458.68$
2890059 Lot Type 5 6,072.21$ 593.58$
2890065 Lot Type 5 6,072.21$ 593.58$
2890257 Lot Type 4 4,692.16$ 458.68$
2890255 Lot Type 4 4,692.16$ 458.68$
2890289 Lot Type 4 4,692.16$ 458.68$
2890284 Lot Type 4 4,692.16$ 458.68$
2890281 Lot Type 4 4,692.16$ 458.68$
2890146 Lot Type 4 4,692.16$ 458.68$
2890254 Lot Type 4 4,692.16$ 458.68$
2890153 Lot Type 4 4,692.16$ 458.68$
2890092 Lot Type 6 6,624.23$ 647.55$
2890280 Lot Type 4 4,692.16$ 458.68$
2890163 Lot Type 3 4,140.14$ 404.72$
2890068 Lot Type 5 6,072.21$ 593.58$
2890047 Lot Type 5 6,072.21$ 593.58$
2890058 Lot Type 5 6,072.21$ 593.58$
2890296 Non-Benefited Property -$ -$
2890069 Lot Type 5 6,072.21$ 593.58$
2890082 Lot Type 6 6,624.23$ 647.55$
2890145 Lot Type 4 4,692.16$ 458.68$
2890276 Lot Type 4 4,692.16$ 458.68$
2890195 Lot Type 3 4,140.14$ 404.72$
2890245 Lot Type 4 4,692.16$ 458.68$
2890197 Lot Type 3 4,140.14$ 404.72$
2890152 Lot Type 4 4,692.16$ 458.68$
2890160 Lot Type 3 4,140.14$ 404.72$
2890056 Lot Type 5 6,072.21$ 593.58$
2890244 Lot Type 4 4,692.16$ 458.68$
2890154 Lot Type 4 4,692.16$ 458.68$
2890261 Lot Type 4 4,692.16$ 458.68$
2890215 Lot Type 4 4,692.16$ 458.68$
2890200 Lot Type 3 4,140.14$ 404.72$
2890332 Lot Type 4 4,692.16$ 458.68$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 37
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890241 Lot Type 4 4,692.16$ 458.68$
2890218 Lot Type 4 4,692.16$ 458.68$
2890198 Lot Type 3 4,140.14$ 404.72$
2890149 Lot Type 4 4,692.16$ 458.68$
2890050 Lot Type 5 6,072.21$ 593.58$
2890271 Lot Type 4 4,692.16$ 458.68$
2890228 Non-Benefited Property -$ -$
2890316 Lot Type 4 4,692.16$ 458.68$
2890141 Lot Type 4 4,692.16$ 458.68$
2890177 Lot Type 4 4,692.16$ 458.68$
2890273 Lot Type 4 4,692.16$ 458.68$
2890143 Lot Type 4 4,692.16$ 458.68$
2890162 Lot Type 3 4,140.14$ 404.72$
2890193 Lot Type 3 4,140.14$ 404.72$
2890157 Lot Type 3 4,140.14$ 404.72$
2890175 Lot Type 3 4,140.14$ 404.72$
2890054 Lot Type 5 6,072.21$ 593.58$
2890061 Lot Type 5 6,072.21$ 593.58$
2890060 Lot Type 5 6,072.21$ 593.58$
2890075 Lot Type 6 6,624.23$ 647.55$
2890115 Lot Type 7 7,176.24$ 701.51$
2890191 Lot Type 3 4,140.14$ 404.72$
2890226 Lot Type 4 4,692.16$ 458.68$
2890211 Lot Type 3 4,140.14$ 404.72$
2890236 Lot Type 4 4,692.16$ 458.68$
2890167 Lot Type 3 4,140.14$ 404.72$
2890074 Lot Type 6 6,624.23$ 647.55$
2890087 Lot Type 6 6,624.23$ 647.55$
2890278 Lot Type 4 4,692.16$ 458.68$
2890209 Lot Type 3 4,140.14$ 404.72$
2890169 Lot Type 3 4,140.14$ 404.72$
2890120 Non-Benefited Property -$ -$
2890049 Lot Type 5 6,072.21$ 593.58$
2890088 Lot Type 6 6,624.23$ 647.55$
2890114 Lot Type 7 7,176.24$ 701.51$
2890079 Lot Type 6 6,624.23$ 647.55$
2890103 Lot Type 7 7,176.24$ 701.51$
2890086 Lot Type 6 6,624.23$ 647.55$
2890081 Lot Type 6 6,624.23$ 647.55$
2890099 Lot Type 6 6,624.23$ 647.55$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 38
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890204 Lot Type 3 4,140.14$ 404.72$
2890188 Non-Benefited Property -$ -$
2890171 Lot Type 3 4,140.14$ 404.72$
2890192 Lot Type 3 4,140.14$ 404.72$
2890073 Lot Type 6 6,624.23$ 647.55$
2890113 Lot Type 7 7,176.24$ 701.51$
2890165 Lot Type 3 4,140.14$ 404.72$
2890100 Lot Type 6 6,624.23$ 647.55$
2890108 Lot Type 7 7,176.24$ 701.51$
2890046 Lot Type 5 6,072.21$ 593.58$
2890076 Lot Type 6 6,624.23$ 647.55$
2890085 Lot Type 6 6,624.23$ 647.55$
2890250 Lot Type 4 4,692.16$ 458.68$
2890067 Lot Type 5 6,072.21$ 593.58$
2890180 Lot Type 4 4,692.16$ 458.68$
2890063 Lot Type 5 6,072.21$ 593.58$
2890181 Lot Type 4 4,692.16$ 458.68$
2890109 Lot Type 7 7,176.24$ 701.51$
2890110 Lot Type 7 7,176.24$ 701.51$
2890107 Lot Type 7 7,176.24$ 701.51$
2890095 Lot Type 6 6,624.23$ 647.55$
2890196 Lot Type 3 4,140.14$ 404.72$
2890203 Lot Type 3 4,140.14$ 404.72$
2890102 Lot Type 7 7,176.24$ 701.51$
2890111 Lot Type 7 7,176.24$ 701.51$
2890055 Lot Type 5 6,072.21$ 593.58$
2890083 Lot Type 6 6,624.23$ 647.55$
2890057 Lot Type 5 6,072.21$ 593.58$
2890048 Lot Type 5 6,072.21$ 593.58$
2890116 Lot Type 7 7,176.24$ 701.51$
2890052 Lot Type 5 6,072.21$ 593.58$
2890208 Lot Type 3 4,140.14$ 404.72$
2890161 Lot Type 3 4,140.14$ 404.72$
2890168 Lot Type 3 4,140.14$ 404.72$
2890105 Lot Type 7 7,176.24$ 701.51$
2890205 Lot Type 3 4,140.14$ 404.72$
2890206 Lot Type 3 4,140.14$ 404.72$
2890158 Lot Type 3 4,140.14$ 404.72$
2890112 Lot Type 7 7,176.24$ 701.51$
2890089 Lot Type 6 6,624.23$ 647.55$
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 39
Property ID[a]Lot Type Note
Outstanding
Assessment[e]
Annual Installment
Due 1/31/2026
2890176 Lot Type 3 4,140.14$ 404.72$
2890042 Lot Type 5 6,072.21$ 593.58$
2890084 Lot Type 6 6,624.23$ 647.55$
2890101 Lot Type 6 6,624.23$ 647.55$
2890189 Lot Type 3 4,140.14$ 404.72$
2890172 Lot Type 3 4,140.14$ 404.72$
2890064 Lot Type 5 6,072.21$ 593.58$
2890122 Non-Benefited Property -$ -$
2890053 Lot Type 5 6,072.21$ 593.58$
2890090 Lot Type 6 6,624.23$ 647.55$
2890220 Lot Type 4 4,692.16$ 458.68$
2890202 Lot Type 3 4,140.14$ 404.72$
2890062 Lot Type 5 6,072.21$ 593.58$
2890219 Lot Type 4 4,692.16$ 458.68$
2890097 Lot Type 6 6,624.23$ 647.55$
2890148 Lot Type 4 4,692.16$ 458.68$
2890071 Lot Type 5 6,072.21$ 593.58$
2890098 Lot Type 6 6,624.23$ 647.55$
2890045 Lot Type 5 6,072.21$ 593.58$
2890078 Lot Type 6 [f]6,624.23$ 323.77$
2927274 Lot Type 6 [f]6,624.23$ 323.77$
2890096 Lot Type 6 6,624.23$ 647.55$
2890077 Lot Type 6 6,624.23$ 647.55$
2890044 Lot Type 5 6,072.21$ 593.58$
2890106 Lot Type 7 7,176.24$ 701.51$
2890070 Lot Type 5 6,072.21$ 593.58$
2890091 Lot Type 6 6,624.23$ 647.55$
1007412 Initial Parcel (less Improvement Area #2)[d]519,516.21$ 50,784.93$
2719040 Non-Benefited Property -$ -$
2719039 Initial Parcel (less Improvement Area #2)[d]953,629.33$ 93,221.35$
1001356 Initial Parcel (less Improvement Area #2)[d]119,704.60$ 11,701.64$
2890415 Non-Benefited Property -$ -$
2890119 Non-Benefited Property -$ -$
2890117 Non-Benefited Property -$ -$
2890121 Non-Benefited Property -$ -$
2890072 Lot Type 6 6,624.23$ 647.55$
3,290,307.84$ 321,642.10$
Notes:
[a] Property IDs preliminary and subject to change based on the final certified rolls provided by the County prior to billing.
[b] Totals may not match Service Plan or installment schedules due to rounding and unredeemed Prepayments.
[c] Property ID has prepaid their Assessment in full.
[d] The Major Improvement Area Initial Parcel (less Improvement Area #2) consists of the Major Improvement Area Initial Parcel
save and except Improvement Area #2. The entire Major Improvement Area Initial Parcel (less Improvement Area #2) is
currently contained within Property IDs 1007412, 2719039, and 1001356, and the outstanding Assessment due 1/31/2026 shall
be allocated to each Property ID pro rata based on acreage.
[e] Outstanding Assessment prior to 1/31/2026 Annual Installment.
[f] Undivided interest of parent Property ID 2927273 located at 300 Forest Hill Ln., billed 50% to Property ID 2927274 and 50% to
Property ID 2890078.
[g] Undivided interest of parent Property ID 2938524 located at 3001 Ashbrook Ln., billed 50% to Property ID 2938525 and 50%
to Property ID 2890212.
Total[b]
Major Improvement Area
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 40
EXHIBIT B-1 – IMPROVEMENT AREA #1 DEBT SERVICE SCHEDULE
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 41
EXHIBIT B-2 –IMPROVEMENT AREA #2 DEBT SERVICE SCHEDULE
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 42
EXHIBIT B-3 – MAJOR IMPROVEMENT AREA DEBT SERVICE SCHEDULE
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 43
EXHIBIT C – LOT TYPE CLASSIFICATION MAP
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 44
EXHIBIT D – BUYER DISCLOSURES
Forms of the buyer disclosures for the following Lot Types are found in this Exhibit:
Improvement Area #1
o Lot Type 1
o Lot Type 2
o Lot Type 1 Property ID 2821998
o Lot Type 1 Property ID 2822012
Improvement Area #2
o Lot Type 3
o Lot Type 4
o Lot Type 5
o Lot Type 6
o Lot Type 7
Major Improvement Area
o Major Improvement Area Initial Parcel (less Improvement Area #2)
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1
LOT TYPE 1 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.0035), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $29,389.38
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installment
Due January 31,Principal Interest[a]
Annual Collection
Costs
Additional
Interest
Total Annual
Installment[b],[c]
2026 584.32$ 1,890.83$ 120.48$ 146.95$ 2,742.58$
2027 627.61$ 1,857.23$ 161.76$ 144.03$ 2,790.63$
2028 670.89$ 1,821.15$ 165.00$ 140.89$ 2,797.92$
2029 714.17$ 1,782.57$ 168.30$ 137.53$ 2,802.58$
2030 735.82$ 1,741.50$ 171.66$ 133.96$ 2,782.95$
2031 800.74$ 1,693.68$ 175.10$ 130.28$ 2,799.80$
2032 844.02$ 1,641.63$ 178.60$ 126.28$ 2,790.53$
2033 908.95$ 1,586.77$ 182.17$ 122.06$ 2,799.95$
2034 952.23$ 1,527.69$ 185.81$ 117.51$ 2,783.25$
2035 1,017.16$ 1,465.79$ 189.53$ 112.75$ 2,785.23$
2036 1,082.08$ 1,399.67$ 193.32$ 107.67$ 2,782.75$
2037 1,168.65$ 1,329.34$ 197.19$ 102.26$ 2,797.43$
2038 1,233.57$ 1,253.38$ 201.13$ 96.41$ 2,784.50$
2039 1,320.14$ 1,173.19$ 205.15$ 90.25$ 2,788.74$
2040 1,406.71$ 1,087.39$ 209.26$ 83.65$ 2,787.00$
2041 1,514.92$ 995.95$ 213.44$ 76.61$ 2,800.92$
2042 1,601.48$ 897.48$ 217.71$ 69.04$ 2,785.71$
2043 1,709.69$ 793.38$ 222.07$ 61.03$ 2,786.17$
2044 1,839.54$ 682.25$ 226.51$ 52.48$ 2,800.78$
2045 1,947.75$ 562.68$ 231.04$ 43.28$ 2,784.75$
2046 2,099.24$ 436.08$ 235.66$ 33.54$ 2,804.52$
2047 2,229.09$ 299.63$ 240.37$ 23.05$ 2,792.14$
2048 2,380.58$ 154.74$ 245.18$ 11.90$ 2,792.40$
Total 29,389.38$ 28,074.00$ 4,536.42$ 2,163.41$ 64,163.21$
Notes:
[a] Interest is calculated at a 6.46% rate.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan Updates.
Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available
offsets could increase or decrease the amounts shown.
[c]The projected Annual Installment does not include the TIRZ No.2 Annual Credit Amount for Lot Type
1.The Assessment Roll shall be updated in each Annual Service Plan Update to include the actual TIRZ
No. 2 Annual Credit Amount applicable to each Lot.
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 1
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1
LOT TYPE 2 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $33,601.54
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2
Annual
Installment Due Principal Interest[a]
Annual
Collection Costs
Additional
Interest
Total Annual
Installment[b],[c]
2026 668.07$ 2,161.83$ 137.74$ 168.01$ 3,135.65$
2027 717.56$ 2,123.42$ 184.95$ 164.67$ 3,190.59$
2028 767.05$ 2,082.16$ 188.65$ 161.08$ 3,198.93$
2029 816.53$ 2,038.05$ 192.42$ 157.24$ 3,204.25$
2030 841.28$ 1,991.10$ 196.27$ 153.16$ 3,181.81$
2031 915.51$ 1,936.42$ 200.19$ 148.96$ 3,201.07$
2032 964.99$ 1,876.91$ 204.20$ 144.38$ 3,190.48$
2033 1,039.22$ 1,814.19$ 208.28$ 139.55$ 3,201.24$
2034 1,088.71$ 1,746.64$ 212.45$ 134.36$ 3,182.15$
2035 1,162.94$ 1,675.87$ 216.69$ 128.91$ 3,184.42$
2036 1,237.17$ 1,600.28$ 221.03$ 123.10$ 3,181.58$
2037 1,336.14$ 1,519.86$ 225.45$ 116.91$ 3,198.37$
2038 1,410.37$ 1,433.01$ 229.96$ 110.23$ 3,183.58$
2039 1,509.35$ 1,341.34$ 234.56$ 103.18$ 3,188.42$
2040 1,608.32$ 1,243.23$ 239.25$ 95.63$ 3,186.43$
2041 1,732.04$ 1,138.69$ 244.03$ 87.59$ 3,202.35$
2042 1,831.01$ 1,026.11$ 248.91$ 78.93$ 3,184.97$
2043 1,954.73$ 907.09$ 253.89$ 69.78$ 3,185.49$
2044 2,103.19$ 780.04$ 258.97$ 60.00$ 3,202.20$
2045 2,226.91$ 643.33$ 264.15$ 49.49$ 3,183.87$
2046 2,400.11$ 498.58$ 269.43$ 38.35$ 3,206.47$
2047 2,548.57$ 342.57$ 274.82$ 26.35$ 3,192.32$
2048 2,721.77$ 176.92$ 280.32$ 13.61$ 3,192.62$
Total 33,601.54$ 32,097.64$ 5,186.60$ 2,473.47$ 73,359.25$
Notes:
[a] Interest is calculated at a 6.46% rate.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan Updates.
Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available
offsets could increase or decrease the amounts shown.
[c]The projected Annual Installment does not include the TIRZ No.2 Annual Credit Amount for Lot
Type 2.The Assessment Roll shall be updated in each Annual Service Plan Update to include the actual
TIRZ No. 2 Annual Credit Amount applicable to each Lot.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1
LOT TYPE 1 PROPERTY ID 2821998 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2821998 PRINCIPAL ASSESSMENT: $25,913.86
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 1 PROPERTY ID
2821998
Annual Installment
Due January 31,Principal Interest[a]
Annual
Collection Costs
Additional
Interest
Total Annual
Installment[b],[c]
2026 515.22$ 1,667.23$ 106.23$ 129.57$ 2,418.25$
2027 553.39$ 1,637.60$ 142.63$ 126.99$ 2,460.62$
2028 591.55$ 1,605.78$ 145.49$ 124.23$ 2,467.05$
2029 629.72$ 1,571.77$ 148.40$ 121.27$ 2,471.15$
2030 648.80$ 1,535.56$ 151.36$ 118.12$ 2,453.84$
2031 706.05$ 1,493.39$ 154.39$ 114.88$ 2,468.70$
2032 744.21$ 1,447.49$ 157.48$ 111.35$ 2,460.53$
2033 801.46$ 1,399.12$ 160.63$ 107.62$ 2,468.83$
2034 839.62$ 1,347.02$ 163.84$ 103.62$ 2,454.11$
2035 896.87$ 1,292.45$ 167.12$ 99.42$ 2,455.86$
2036 954.12$ 1,234.15$ 170.46$ 94.93$ 2,453.67$
2037 1,030.45$ 1,172.13$ 173.87$ 90.16$ 2,466.62$
2038 1,087.70$ 1,105.16$ 177.35$ 85.01$ 2,455.21$
2039 1,164.02$ 1,034.46$ 180.89$ 79.57$ 2,458.95$
2040 1,240.35$ 958.79$ 184.51$ 73.75$ 2,457.41$
2041 1,335.77$ 878.17$ 188.20$ 67.55$ 2,469.69$
2042 1,412.10$ 791.35$ 191.96$ 60.87$ 2,456.28$
2043 1,507.51$ 699.56$ 195.80$ 53.81$ 2,456.68$
2044 1,622.00$ 601.57$ 199.72$ 46.27$ 2,469.57$
2045 1,717.41$ 496.14$ 203.71$ 38.16$ 2,455.43$
2046 1,850.99$ 384.51$ 207.79$ 29.58$ 2,472.87$
2047 1,965.48$ 264.20$ 211.94$ 20.32$ 2,461.95$
2048 2,099.06$ 136.44$ 216.18$ 10.50$ 2,462.18$
Total 25,913.86$ 24,754.04$ 3,999.96$ 1,907.57$ 56,575.43$
Notes:
[a] Interest is calculated at a 6.46% rate.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan Updates.
Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available offsets
could increase or decrease the amounts shown.
[c]The projected Annual Installment does not include the TIRZ No.2 Annual Credit Amount for Lot Type 1.
The Assessment Roll shall be updated in each Annual Service Plan Update to include the actual TIRZ No.2
Annual Credit Amount applicable to each Lot.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1
LOT TYPE 1 PROPERTY ID 2822012 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2822012 PRINCIPAL ASSESSMENT: $19,577.24
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 1 PROPERTY ID
2822012
Annual Installment
Due January 31,Principal Interest[a]
Annual
Collection Costs
Additional
Interest
Total Annual
Installment[b],[c]
2026 389.24$ 1,259.55$ 80.25$ 97.89$ 1,826.92$
2027 418.07$ 1,237.16$ 107.76$ 95.94$ 1,858.93$
2028 446.90$ 1,213.13$ 109.91$ 93.85$ 1,863.79$
2029 475.74$ 1,187.43$ 112.11$ 91.62$ 1,866.89$
2030 490.15$ 1,160.07$ 114.35$ 89.24$ 1,853.81$
2031 533.40$ 1,128.21$ 116.64$ 86.79$ 1,865.04$
2032 562.23$ 1,093.54$ 118.97$ 84.12$ 1,858.87$
2033 605.48$ 1,057.00$ 121.35$ 81.31$ 1,865.14$
2034 634.31$ 1,017.64$ 123.78$ 78.28$ 1,854.01$
2035 677.56$ 976.41$ 126.25$ 75.11$ 1,855.34$
2036 720.81$ 932.37$ 128.78$ 71.72$ 1,853.68$
2037 778.48$ 885.52$ 131.35$ 68.12$ 1,863.46$
2038 821.73$ 834.92$ 133.98$ 64.22$ 1,854.85$
2039 879.39$ 781.50$ 136.66$ 60.12$ 1,857.67$
2040 937.05$ 724.34$ 139.39$ 55.72$ 1,856.51$
2041 1,009.14$ 663.43$ 142.18$ 51.03$ 1,865.79$
2042 1,066.80$ 597.84$ 145.02$ 45.99$ 1,855.65$
2043 1,138.88$ 528.50$ 147.92$ 40.65$ 1,855.96$
2044 1,225.38$ 454.47$ 150.88$ 34.96$ 1,865.69$
2045 1,297.46$ 374.82$ 153.90$ 28.83$ 1,855.02$
2046 1,398.37$ 290.49$ 156.98$ 22.35$ 1,868.19$
2047 1,484.87$ 199.59$ 160.12$ 15.35$ 1,859.94$
2048 1,585.79$ 103.08$ 163.32$ 7.93$ 1,860.11$
Total 19,577.24$ 18,701.02$ 3,021.86$ 1,441.12$ 42,741.24$
Notes:
[a] Interest is calculated at a 6.46% rate.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan Updates.
Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available
offsets could increase or decrease the amounts shown.
[c]The projected Annual Installment does not include the TIRZ No.2 Annual Credit Amount for Lot Type
1.The Assessment Roll shall be updated in each Annual Service Plan Update to include the actual TIRZ
No. 2 Annual Credit Amount applicable to each Lot.
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2
LOT TYPE 3 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 LOT TYPE 3 PRINCIPAL ASSESSMENT: $29,049.33
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2 LOT TYPE 3
Annual
Installments
Due 1/31 Principal Interest [a]
Additional
Interest Principal Interest [b]
Additional
Interest
Total Annual
Collection
Costs
Total Annual
Installment[c]
Total 24,909.19$ 25,697.34$ 2,166.77$ 4,140.14$ 4,100.39$ 304.26$ 5,134.12$ 66,452.21$
Footnotes:
Improvement Area #2 Bond Major Improvement Area Bond
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2
LOT TYPE 4 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 LOT TYPE 4 PRINCIPAL ASSESSMENT: $32,922.58
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2 LOT TYPE 4
Annual
Installments
Due 1/31 Principal Interest [a]
Additional
Interest Principal Interest [b]
Additional
Interest
Total Annual
Collection
Costs
Total Annual
Installment[c]
Total 28,230.42$ 29,123.65$ 2,455.67$ 4,692.16$ 4,647.11$ 344.83$ 5,818.67$ 75,312.50$
Footnotes:
Improvement Area #2 Bond Major Improvement Area Bond
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2
LOT TYPE 5 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 LOT TYPE 5 PRINCIPAL ASSESSMENT: $42,605.69
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2 LOT TYPE 5
Annual
Installments
Due 1/31 Principal Interest [a]
Additional
Interest Principal Interest [b]
Additional
Interest
Total Annual
Collection
Costs
Total Annual
Installment[c]
2026 592.18$ 2,137.61$ 182.67$ 129.00$ 405.80$ 30.36$ 231.08$ 3,708.70$
2027 624.29$ 2,108.00$ 179.71$ 129.00$ 398.06$ 29.72$ 225.29$ 3,694.06$
2028 652.83$ 2,076.78$ 176.59$ 138.21$ 390.32$ 29.07$ 229.79$ 3,693.59$
2029 688.50$ 2,044.14$ 173.32$ 147.43$ 382.02$ 28.38$ 234.39$ 3,698.19$
2030 727.74$ 2,004.55$ 169.88$ 156.64$ 373.18$ 27.64$ 239.08$ 3,698.72$
2031 770.55$ 1,962.71$ 166.24$ 165.86$ 362.60$ 26.86$ 243.86$ 3,698.68$
2032 813.36$ 1,918.40$ 162.39$ 175.07$ 351.41$ 26.03$ 248.74$ 3,695.40$
2033 859.74$ 1,871.63$ 158.32$ 184.29$ 339.59$ 25.15$ 253.71$ 3,692.43$
2034 913.25$ 1,822.20$ 154.02$ 193.50$ 327.15$ 24.23$ 258.79$ 3,693.14$
2035 963.19$ 1,769.69$ 149.46$ 211.93$ 314.09$ 23.27$ 263.96$ 3,695.58$
2036 1,020.27$ 1,714.30$ 144.64$ 221.14$ 299.79$ 22.21$ 269.24$ 3,691.59$
2037 1,080.91$ 1,655.64$ 139.54$ 239.57$ 284.86$ 21.10$ 274.63$ 3,696.25$
2038 1,145.13$ 1,593.48$ 134.13$ 258.00$ 268.69$ 19.90$ 280.12$ 3,699.45$
2039 1,212.91$ 1,527.64$ 128.41$ 276.43$ 251.27$ 18.61$ 285.72$ 3,700.99$
2040 1,284.25$ 1,457.90$ 122.34$ 285.64$ 232.61$ 17.23$ 291.43$ 3,691.42$
2041 1,362.74$ 1,384.05$ 115.92$ 313.29$ 213.33$ 15.80$ 297.26$ 3,702.40$
2042 1,441.22$ 1,305.69$ 109.11$ 331.71$ 192.19$ 14.24$ 303.21$ 3,697.37$
2043 1,526.84$ 1,222.82$ 101.90$ 350.14$ 169.80$ 12.58$ 309.27$ 3,693.35$
2044 1,623.16$ 1,131.21$ 94.27$ 377.79$ 146.16$ 10.83$ 315.46$ 3,698.87$
2045 1,723.04$ 1,033.83$ 86.15$ 405.43$ 120.66$ 8.94$ 321.77$ 3,699.81$
2046 1,833.63$ 930.44$ 77.54$ 433.07$ 93.29$ 6.91$ 328.20$ 3,703.09$
2047 1,947.79$ 820.42$ 68.37$ 460.71$ 64.06$ 4.75$ 334.77$ 3,700.87$
2048 2,069.08$ 703.56$ 58.63$ 488.36$ 32.96$ 2.44$ 341.46$ 3,696.49$
2049 2,197.50$ 579.41$ 48.28$ -$ -$ -$ 278.73$ 3,103.93$
2050 2,336.63$ 447.56$ 37.30$ -$ -$ -$ 284.30$ 3,105.79$
2051 2,482.89$ 307.37$ 25.61$ -$ -$ -$ 289.99$ 3,105.86$
2052 2,639.86$ 158.39$ 13.20$ -$ -$ -$ 295.79$ 3,107.24$
Total 36,533.48$ 37,689.43$ 3,177.92$ 6,072.21$ 6,013.90$ 446.25$ 7,530.04$ 97,463.24$
Footnotes:
[a] Interest on the Improvement Area #2 Bond is calculated at a 5.000%, 5.750%, and 6.000% interest rate for bonds with a maturity of
9/1/2028, 2042, and 2052, respectively.
[b] Interest on the Major Improvement Area Bond is calculated at a 6.000% and 6.750% interest rate for bonds with a maturity of 9/1/2029
and 2048, respectively.
[c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Annual Collection Costs,
reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown.
Improvement Area #2 Bond Major Improvement Area Bond
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2
LOT TYPE 6 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 LOT TYPE 6 PRINCIPAL ASSESSMENT: $46,478.94
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2 LOT TYPE 6
Annual
Installments
Due 1/31 Principal Interest [a]
Additional
Interest Principal Interest [b]
Additional
Interest
Total Annual
Collection
Costs
Total Annual
Installment[c]
2026 646.02$ 2,331.93$ 199.27$ 140.73$ 442.69$ 33.12$ 252.09$ 4,045.85$
2027 681.04$ 2,299.63$ 196.04$ 140.73$ 434.24$ 32.42$ 245.77$ 4,029.88$
2028 712.18$ 2,265.58$ 192.64$ 150.78$ 425.80$ 31.71$ 250.68$ 4,029.37$
2029 751.09$ 2,229.97$ 189.08$ 160.83$ 416.75$ 30.96$ 255.70$ 4,034.39$
2030 793.90$ 2,186.78$ 185.32$ 170.88$ 407.10$ 30.16$ 260.81$ 4,034.96$
2031 840.60$ 2,141.14$ 181.35$ 180.93$ 395.57$ 29.30$ 266.03$ 4,034.92$
2032 887.30$ 2,092.80$ 177.15$ 190.99$ 383.36$ 28.40$ 271.35$ 4,031.34$
2033 937.90$ 2,041.78$ 172.71$ 201.04$ 370.46$ 27.44$ 276.78$ 4,028.11$
2034 996.27$ 1,987.85$ 168.02$ 211.09$ 356.89$ 26.44$ 282.31$ 4,028.88$
2035 1,050.75$ 1,930.57$ 163.04$ 231.19$ 342.65$ 25.38$ 287.96$ 4,031.54$
2036 1,113.02$ 1,870.15$ 157.79$ 241.25$ 327.04$ 24.23$ 293.72$ 4,027.19$
2037 1,179.18$ 1,806.15$ 152.22$ 261.35$ 310.76$ 23.02$ 299.59$ 4,032.27$
2038 1,249.23$ 1,738.35$ 146.33$ 281.45$ 293.11$ 21.71$ 305.58$ 4,035.77$
2039 1,323.17$ 1,666.52$ 140.08$ 301.56$ 274.12$ 20.30$ 311.69$ 4,037.44$
2040 1,401.01$ 1,590.43$ 133.47$ 311.61$ 253.76$ 18.80$ 317.93$ 4,027.00$
2041 1,486.62$ 1,509.88$ 126.46$ 341.77$ 232.73$ 17.24$ 324.29$ 4,038.98$
2042 1,572.24$ 1,424.39$ 119.03$ 361.87$ 209.66$ 15.53$ 330.77$ 4,033.49$
2043 1,665.64$ 1,333.99$ 111.17$ 381.97$ 185.23$ 13.72$ 337.39$ 4,029.11$
2044 1,770.72$ 1,234.05$ 102.84$ 412.13$ 159.45$ 11.81$ 344.14$ 4,035.13$
2045 1,879.68$ 1,127.81$ 93.98$ 442.29$ 131.63$ 9.75$ 351.02$ 4,036.16$
2046 2,000.32$ 1,015.03$ 84.59$ 472.44$ 101.78$ 7.54$ 358.04$ 4,039.73$
2047 2,124.86$ 895.01$ 74.58$ 502.60$ 69.89$ 5.18$ 365.20$ 4,037.31$
2048 2,257.18$ 767.52$ 63.96$ 532.75$ 35.96$ 2.66$ 372.50$ 4,032.53$
2049 2,397.28$ 632.09$ 52.67$ -$ -$ -$ 304.07$ 3,386.10$
2050 2,549.05$ 488.25$ 40.69$ -$ -$ -$ 310.15$ 3,388.14$
2051 2,708.61$ 335.31$ 27.94$ -$ -$ -$ 316.35$ 3,388.21$
2052 2,879.84$ 172.79$ 14.40$ -$ -$ -$ 322.68$ 3,389.71$
Total 39,854.71$ 41,115.74$ 3,466.83$ 6,624.23$ 6,560.62$ 486.82$ 8,214.59$ 106,323.53$
Footnotes:
[a] Interest on the Improvement Area #2 Bond is calculated at a 5.000%, 5.750%, and 6.000% interest rate for bonds with a maturity of
9/1/2028, 2042, and 2052, respectively.
[b] Interest on the Major Improvement Area Bond is calculated at a 6.000% and 6.750% interest rate for bonds with a maturity of 9/1/2029
and 2048, respectively.
[c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Annual Collection Costs,
reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown.
Improvement Area #2 Bond Major Improvement Area Bond
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2
LOT TYPE 7 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 LOT TYPE 7 PRINCIPAL ASSESSMENT: $50,352.18
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2 LOT TYPE 7
Annual
Installments
Due 1/31 Principal Interest [a]
Additional
Interest Principal Interest [b]
Additional
Interest
Total Annual
Collection
Costs
Total Annual
Installment[c]
Total 43,175.94$ 44,542.05$ 3,755.73$ 7,176.24$ 7,107.34$ 527.38$ 8,899.14$ 115,183.82$
Footnotes:
Improvement Area #2 Bond Major Improvement Area Bond
HURRICANE CREEK PUBLIC IMPROVEMENT DISTRICT – MAJOR IMPROVEMENT
AREA INITIAL PARCEL (LESS IMPROVEMENT AREA #2) BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
MAJOR IMPROVEMENT AREA INITIAL PARCEL (LESS IMPROVEMENT AREA
#2) PRINCIPAL ASSESSMENT: $1,592,850.14
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Hurricane Creek Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the
Current Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - MAJOR IMPROVEMENT AREA INITIAL PARCEL (LESS
IMPROVEMENT AREA #2)
Annual Installment
Due 1/31 Principal Interest[a]
Annual Collection
Costs
Additional
Interest
Total Annual
Installment[b]
2026 33,839.00$ 106,447.83$ 7,456.84$ 7,964.25$ 155,707.92$
2027 33,839.00$ 104,417.49$ 11,803.15$ 7,795.06$ 157,854.70$
2028 36,256.07$ 102,387.15$ 12,039.22$ 7,625.86$ 158,308.30$
2029 38,673.14$ 100,211.79$ 12,280.00$ 7,444.58$ 158,609.51$
2030 41,090.22$ 97,891.40$ 12,525.60$ 7,251.21$ 158,758.43$
2031 43,507.29$ 95,117.81$ 12,776.11$ 7,045.76$ 158,446.97$
2032 45,924.36$ 92,181.07$ 13,031.64$ 6,828.23$ 157,965.29$
2033 48,341.43$ 89,081.17$ 13,292.27$ 6,598.61$ 157,313.48$
2034 50,758.50$ 85,818.12$ 13,558.11$ 6,356.90$ 156,491.64$
2035 55,592.65$ 82,391.93$ 13,829.28$ 6,103.11$ 157,916.95$
2036 58,009.72$ 78,639.42$ 14,105.86$ 5,825.14$ 156,580.14$
2037 62,843.86$ 74,723.77$ 14,387.98$ 5,535.09$ 157,490.70$
2038 67,678.00$ 70,481.81$ 14,675.74$ 5,220.87$ 158,056.42$
2039 72,512.15$ 65,913.54$ 14,969.25$ 4,882.48$ 158,277.42$
2040 74,929.22$ 61,018.97$ 15,268.64$ 4,519.92$ 155,736.75$
2041 82,180.43$ 55,961.25$ 15,574.01$ 4,145.28$ 157,860.97$
2042 87,014.58$ 50,414.07$ 15,885.49$ 3,734.38$ 157,048.51$
2043 91,848.72$ 44,540.59$ 16,203.20$ 3,299.30$ 155,891.81$
2044 99,099.93$ 38,340.80$ 16,527.26$ 2,840.06$ 156,808.05$
2045 106,351.15$ 31,651.55$ 16,857.81$ 2,344.56$ 157,205.07$
2046 113,602.36$ 24,472.85$ 17,194.97$ 1,812.80$ 157,082.98$
2047 120,853.58$ 16,804.69$ 17,538.87$ 1,244.79$ 156,441.92$
2048 128,104.79$ 8,647.07$ 17,889.64$ 640.52$ 155,282.03$
Total 1,592,850.14$ 1,577,556.12$ 329,670.93$ 117,058.77$ 3,617,135.97$
Footnotes:
[a] Interest is calculated at a 6.46% rate.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Annual
Collection Costs,reserve fund requirements,interest earnings,or other available offsets could increase or decrease the
amounts shown.
Item No. 5.f.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Approve an Ordinance of the City Council of the City of Anna, Texas Approving the
2025 Annual Service Plan Update to the Service and Assessment Plan, including the
Assessment Rolls, for the Meadow Vista Public Improvement District in accordance with
Chapter 372, Texas Local Government Code, as amended; and Providing an Effective
Date. (Assistant Director of Economic Development Natasha Roach)
SUMMARY:
The Service and Assessment Plan (SAP) sets forth the costs of the Authorized
Improvements, and the manner of assessing the property in the District for the costs of
such Authorized Improvements based on the benefit provided to the Assessed Property.
Pursuant to the PID Act, the SAP must be reviewed and updated annually. This
document is the Annual Service Plan Update for 2025. The City Council also adopted
an Assessment Roll identifying the Assessments on each lot within the District, based
on the method of assessment identified in the SAP. This 2025 Annual Service Plan
Update also updates the Assessment Roll for 2025.
FINANCIAL IMPACT:
There is no financial impact with this item.
BACKGROUND:
The Meadow Vista Public Improvement District was created pursuant to the Public
Improvement District (PID) Act and a resolution of the Anna City Council on December
8, 2020. Anna has contracted with P3 Works to provide administrative and management
support services associated with the Meadow Vista Public Improvement District.
The P3 Works scope of services includes the annual determination of the special
assessments to be collected from the property within the PID boundaries, as well as
updating the service and assessment plan and special assessment roll. In compliance
with Chapter 372, Texas Local Government Code, the Service and Assessment Plan
must be reviewed and updated annually.
This document is the annual update of the Service and Assessment Plan for 2025-2026.
This Annual Service Plan update is related to the annual budget for the payment of PID
obligations.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Ordinance Approving 2025 SAP Update (Meadow Vista PID) v1
1
CITY OF ANNA, TEXAS
ORDINANCE NO. ________
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS APPROVING THE 2025 ANNUAL SERVICE PLAN UPDATE TO
THE SERVICE AND ASSESSMENT PLAN, INCLUDING THE
ASSESSMENT ROLLS, FOR THE MEADOW VISTA PUBLIC
IMPROVEMENT DISTRICT IN ACCORDANCE WITH CHAPTER 372,
TEXAS LOCAL GOVERNMENT CODE, AS AMENDED; AND
PROVIDING AN EFFECTIVE DATE.
RECITALS
WHEREAS, on September 26, 2023, after notice and a public hearing in the manner required by
law, the City Council (the “City Council”) of the City of Anna, Texas (the “City”) passed and
approved Resolution No. 2023-09-1558 authorizing the creation of the Meadow Vista Public
Improvement District (the “District”); and
WHEREAS, on July 9, 2024, after notice and a public hearing in the manner required by law, the
City Council passed Ordinance No. 1107-2024-07 approving a service and assessment plan for the
District (the “Service and Assessment Plan”) as required by the PID Act, including the assessment
roll attached to said Service and Assessment Plan (the “Assessment Roll”), and levying special
assessments (the “Assessments”) on certain property within District in accordance with the PID
Act for the purposes of financing the public improvements (the “Authorized Improvements”)
undertaken for the benefit of such property, which Ordinance No. 1107-2024-07 was recorded in
the real property records of Collin County, Texas as Document No. 2024000085672; and
WHEREAS, Chapter 372, Texas Local Government Code (as amended, the “PID Act”) requires
the Service and Assessment Plan to be reviewed and updated annually for the purposes of
determining the annual budget for the Authorized Improvements; and
WHEREAS, the City Council has received the “Meadow Vista Public Improvement District 2025
Annual Service Plan Update” (the “Annual Service Plan Update”) attached hereto as Exhibit A,
which includes the updated Assessment Roll, and now desires to proceed with the adoption of this
Ordinance which approves and adopts the Annual Service Plan Update and updated Assessment
Roll for the District as required by the PID Act.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS:
Section 1. Terms. Terms not otherwise defined herein are defined in the Service and Assessment
Plan.
Section 2. Findings. The recitals set forth in the WHEREAS clauses of this Ordinance are true
and correct and are hereby incorporated by reference and made a part of this Ordinance for all
purposes as if the same were restated in full in this Section and constitute findings of the City
Council acting in its discretionary, legislative capacity.
2
Section 3. Assessment Plan. As required by Section 371.013(d) of the PID Act, the Annual
Service Plan Update attached hereto as Exhibit A is hereby approved and the same is incorporated
as part of this Ordinance as if fully set forth in the body of this Ordinance.
Section 4. Severability. If any provision, section, subsection, sentence, clause, or phrase of this
Ordinance, or the application of same to any person or set of circumstances is for any reason held
to be unconstitutional, void, or invalid, the validity of the remaining portions of this Ordinance or
the application to other persons or sets of circumstances shall not be affected thereby, it being the
intent of the governing body of the City in adopting this Ordinance that no portion hereof, or
provision or regulation contained herein shall become inoperative or fail by reason of any
unconstitutionality, voidness, or invalidity of any other portion hereof, and all provisions of this
Ordinance are declared to be severable for that purpose.
Section 5. Filing in Land Records. As required by Section 371.013(e) of the PID Act, the City
Secretary is directed to cause a copy of this Ordinance, including the Annual Service Plan Update
attached hereto as Exhibit A, to be recorded in the real property records of Collin County, Texas,
on or before July 29, 2025.
Section 6. Effective Date. This Ordinance shall take effect immediately from and after its passage
in accordance with applicable law.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS, THIS 22ND DAY OF JULY, 2025.
_________________________________
Pete Cain, Mayor
ATTEST:
_________________________________
Carrie Land, City Secretary [SEAL]
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the _______ day of July, 2025 by Pete
Cain, the Mayor, and Carrie L. Land, the City Secretary, of the City of Anna, Texas on behalf of
said City.
Notary Public, State of Texas
(SEAL)
Exhibit A
Meadow Vista Public Improvement District
2025 Annual Service Plan Update
[Remainder of page left intentionally blank.]
JULY 22, 2025
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
INTRODUCTION
Capitalized terms used in this 2025 Annual Service Plan Update shall have the meanings set forth
in the Service and Assessment Plan (the “SAP”).
The District was created pursuant to the PID Act by Resolution No. 2023-09-1558 on September
26, 2023, by the City Council to finance certain Authorized Improvements for the benefit of the
property in the District.
On July 9, 2024, the City Council approved Ordinance No. 1107-2024-07 which approved the levy
of Assessments for Assessed Property within Improvement Area #1 and approved the
Improvement Area #1 Assessment Roll.
The SAP identified the Authorized Improvements to be constructed for the benefit of the
Assessed Parcels within Improvement Area #1, the costs of the Authorized Improvements, the
indebtedness to be incurred for the Authorized Improvements, and the manner of assessing the
property in the District for the costs of the Authorized Improvements. Pursuant to the PID Act,
the SAP must be reviewed and updated annually. This document is the Annual Service Plan
Update for 2025.
The City Council also adopted an Assessment Roll identifying the Assessments on each Lot within
Improvement Area #1, based on the method of assessment identified in the SAP. This 2025
Annual Service Plan Update also updates the Assessment Roll for 2025.
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
PARCEL SUBDIVISION
Improvement Area #1
The final plat of Meadow Vista Phase 1, attached hereto as Exhibit C-1, was filed and
recorded with the County on May 7, 2025, and consists of 268 residential Lots and 5 Lots
of Non-Benefited Property.
The final plat of Meadow Vista Phase 2, attached hereto as Exhibit C-2, was filed and
recorded with the County on May 7, 2025, and consists of 7 residential Lots and 3 Lots of
Non-Benefited Property.
See the anticipated Lot Type classification summary within Improvement Area #1 below:
See Exhibit D for the Lot Type classification map.
LOT AND HOME SALES
Per the Quarterly Report dated March 31, 2025, the Lot ownership composition is provided
below:
• Developer Owned:
o Lot Type 1: 190 Lots
o Lot Type 2: 85 Lots
• Homebuilder Owned:
o Lot Type 1: 0 Lots
o Lot Type 2: 0 Lots
• End-User Owned:
o Lot Type 1: 0 Lots
o Lot Type 2: 0 Lots
See Exhibit E for the buyer disclosures.
Lot Type Lot Count
Total 275
Improvement Area #1
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 3
AUTHORIZED IMPROVEMENTS
The Developer has completed the Improvement Area #1 Improvements, and they were dedicated
to the City in Q2 2025.
OUTSTANDING ASSESSMENT
Net of the principal bond payment due September 15, Improvement Area #1 has an outstanding
Assessment of $12,806,000.00.
ANNUAL INSTALLMENT DUE 1/31/2026
Principal and Interest – The total principal and interest required for the Annual
Installment is $902,455.00.
Additional Interest – The total Delinquency and Prepayment Reserve Requirement, as
defined in the Indenture, is equal to $704,330.00 and has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessments, resulting in an Additional Interest amount due of
$64,030.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Annual Installment is $57,569.11.
Total 57,569.11$
Annual Collection Costs
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 4
Please see the Limited Offering Memorandum for the Improvement Area #1 pay period. See
Exhibit B for the debt service schedule for Improvement Area #1 Bonds as shown in the Limited
Offering Memorandum.
PREPAYMENT OF ASSESSMENTS IN FULL
No full prepayments of Assessments have occurred within Improvement Area #1.
PARTIAL PREPAYMENT OF ASSESSMENTS
No partial prepayments of Assessments have occurred within Improvement Area #1.
EXTRAORDINARY OPTIONAL REDEMPTIONS
No Extraordinary Optional Redemptions have occurred within Improvement Area #1.
SERVICE PLAN – FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the Authorized
Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection
shall cover a period of not less than five years.
Total Annual Installment 1,024,054.11$
Improvement Area #1
Due January 31, 2026
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 189,000.00$ 198,000.00$ 208,000.00$ 218,000.00$ 229,000.00$
Interest 713,455.00 704,241.26 694,588.76 684,448.76 673,821.26
(1)902,455.00$ 902,241.26$ 902,588.76$ 902,448.76$ 902,821.26$
Additional Interest (2)64,030.00$ 63,085.00$ 62,095.00$ 61,055.00$ 59,965.00$
Annual Collection Costs (3)57,569.11$ 50,388.00$ 51,395.76$ 52,423.68$ 53,472.15$
Total Annual Installment (4) = (1) + (2) + (3)1,024,054.11$ 1,015,714.26$ 1,016,079.52$ 1,015,927.44$ 1,016,258.41$
Improvement Area #1
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 5
ASSESSMENT ROLL
The list of current Parcels or Lots within the District, the corresponding total Assessments, and
current Annual Installment are shown on the Assessment Roll attached hereto as Exhibit A. The
Parcels or Lots shown on the Assessment Roll will receive the bills for the 2025 Annual
Installments which will be delinquent if not paid by January 31, 2026. The list of Parcels shown
on the Assessment Roll is subject to change based on the final certified rolls provided by the
County prior to billing.
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 6
EXHIBIT A – ASSESSMENT ROLL
2945428 1 43,856.16$ 3,507.03$
2945429 2 52,627.40$ 4,208.44$
2945430 1 43,856.16$ 3,507.03$
2945431 2 52,627.40$ 4,208.44$
2945432 1 43,856.16$ 3,507.03$
2945433 2 52,627.40$ 4,208.44$
2945434 2 52,627.40$ 4,208.44$
2945435 1 43,856.16$ 3,507.03$
2945436 2 52,627.40$ 4,208.44$
2945437 2 52,627.40$ 4,208.44$
2945438 1 43,856.16$ 3,507.03$
2945439 1 43,856.16$ 3,507.03$
2945440 2 52,627.40$ 4,208.44$
2945441 1 43,856.16$ 3,507.03$
2945442 2 52,627.40$ 4,208.44$
2945443 2 52,627.40$ 4,208.44$
2945444 2 52,627.40$ 4,208.44$
2945445 1 43,856.16$ 3,507.03$
2945446 2 52,627.40$ 4,208.44$
2945447 1 43,856.16$ 3,507.03$
2945448 2 52,627.40$ 4,208.44$
2945449 1 43,856.16$ 3,507.03$
2945450 1 43,856.16$ 3,507.03$
2945451 1 43,856.16$ 3,507.03$
2945452 2 52,627.40$ 4,208.44$
2945453 2 52,627.40$ 4,208.44$
2945454 1 43,856.16$ 3,507.03$
2945455 2 52,627.40$ 4,208.44$
2945456 1 43,856.16$ 3,507.03$
2945457 2 52,627.40$ 4,208.44$
2945458 2 52,627.40$ 4,208.44$
2945459 1 43,856.16$ 3,507.03$
2945460 1 43,856.16$ 3,507.03$
2945461 1 43,856.16$ 3,507.03$
2945462 2 52,627.40$ 4,208.44$
2945463 1 43,856.16$ 3,507.03$
2945464 2 52,627.40$ 4,208.44$
2945465 1 43,856.16$ 3,507.03$
2945466 2 52,627.40$ 4,208.44$
2945467 1 43,856.16$ 3,507.03$
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 7
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 8
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 9
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 10
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 11
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 12
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 13
Property
ID[b]Lot Type
Outstanding
Assessment
Annual
Installment Due
1/31/2026
Total 12,806,000.00$ 1,024,053.10$
Improvement Area #1[a]
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 14
EXHIBIT B – IMPROVEMENT AREA #1 DEBT SERVICE SCHEDULE
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 15
EXHIBIT C-1 – FINAL PLAT OF MEADOW VISTA PHASE 1
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 16
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 17
EXHIBIT C-2 – FINAL PLAT OF MEADOW VISTA PHASE 2
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 18
EXHIBIT D – LOT TYPE CLASSIFICATION MAP
EXHIBIT E – BUYER DISCLOSURES
Buyer disclosures for the following Lot Types are found in this Exhibit:
Improvement Area #1
o Lot Type 1
o Lot Type 2
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 –
LOT TYPE 1 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $43,856.16
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Meadow Vista Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual
Installment
Due 1/31 Principal Interest[a]
Additional
Interest
Annual
Collection
Costs
Annual
Installment[b]
Total 43,856.16$ 46,611.95$ 4,113.24$ 6,590.77$ 101,172.12$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 1
MEADOW VISTA PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 –
LOT TYPE 2 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $52,627.40
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within Meadow Vista Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual
Installment
Due 1/31 Principal Interest[a]
Additional
Interest
Annual Collection
Costs
Annual
Installment[b]
Total 52,627.40$ 55,934.34$ 4,935.88$ 7,908.93$ 121,406.55$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2
Item No. 5.g.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Approve an Ordinance of the City Council of the City of Anna, Texas Approving the
2025 Annual Service Plan Update to the Service and Assessment Plan, including the
Assessment Rolls, for The Woods at Lindsey Place Public Improvement District in
accordance with Chapter 372, Texas Local Government Code, as amended; and
Providing an Effective Date. (Director of Economic Development Natasha Roach)
SUMMARY:
The Service and Assessment Plan (SAP) sets forth the costs of the Authorized
Improvements, and the manner of assessing the property in the District for the costs of
such Authorized Improvements based on the benefit provided to the Assessed Property.
Pursuant to the PID Act, the SAP must be reviewed and updated annually. This
document is the Annual Service Plan Update for 2025.The City Council also adopted an
Assessment Roll identifying the Assessments on each lot within the District, based on
the method of assessment identified in the SAP. This 2025 Annual Service Plan Update
also updates the Assessment Roll for 2025.
FINANCIAL IMPACT:
There is no financial impact with this item.
BACKGROUND:
The Woods at Lindsey Place Improvement District was created pursuant to the Public
Improvement District (PID) Act and a resolution of the Anna City Council on February
14, 2023. Anna has contracted with P3 Works to provide administrative and
management support services associated with the Woods at Lindsey Place Public
Improvement District.
The P3 Works scope of services includes the annual determination of the special
assessments to be collected from the property within the PID boundaries, as well as
updating the service and assessment plan and special assessment roll. In compliance
with Chapter 372, Texas Local Government Code, the Service and Assessment Plan
must be reviewed and updated annually.
This document is the annual update of the Service and Assessment Plan for 2025-2026.
This Annual Service Plan update is related to the annual budget for the payment of PID
obligations.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Ordinance Approving 2025 SAP Update (The Woods at Lindsey Place PID) v1
1
CITY OF ANNA, TEXAS
ORDINANCE NO. ________
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS APPROVING THE 2025 ANNUAL SERVICE PLAN UPDATE TO
THE SERVICE AND ASSESSMENT PLAN, INCLUDING THE
ASSESSMENT ROLLS, FOR THE WOODS AT LINDSEY PLACE PUBLIC
IMPROVEMENT DISTRICT IN ACCORDANCE WITH CHAPTER 372,
TEXAS LOCAL GOVERNMENT CODE, AS AMENDED; AND
PROVIDING AN EFFECTIVE DATE.
RECITALS
WHEREAS, on February 14, 2023, after notice and a public hearing in the manner required by
law, the City Council (the “City Council”) of the City of Anna, Texas (the “City”) passed and
approved Resolution No. 2023-02-1378 authorizing the creation of The Woods at Lindsey Place
Public Improvement District (the “District”); and
WHEREAS, on March 14, 2023, after notice and a public hearing in the manner required by law,
the City Council passed Ordinance No. 1036-23-03 approving a service and assessment plan for
the District (the “Service and Assessment Plan”) as required by the PID Act, including the
assessment roll attached to said Service and Assessment Plan (the “Assessment Roll”), and levying
special assessments (the “Assessments”) on certain property within District in accordance with the
PID Act for the purposes of financing the public improvements (the “Authorized Improvements”)
undertaken for the benefit of such property, which Ordinance No. 1036-23-03 was recorded in the
real property records of Collin County, Texas as Document No. 2023000070650 and
WHEREAS, Chapter 372, Texas Local Government Code (as amended, the “PID Act”) requires
the Service and Assessment Plan to be reviewed and updated annually for the purposes of
determining the annual budget for the Authorized Improvements; and
WHEREAS, the City Council has received the “The Woods at Lindsey Place Public Improvement
District 2025 Annual Service Plan Update” (the “Annual Service Plan Update”) attached hereto as
Exhibit A, which includes the updated Assessment Roll, and now desires to proceed with the
adoption of this Ordinance which approves and adopts the Annual Service Plan Update and
updated Assessment Roll for the District as required by the PID Act.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS:
Section 1. Terms. Terms not otherwise defined herein are defined in the Service and Assessment
Plan.
Section 2. Findings. The recitals set forth in the WHEREAS clauses of this Ordinance are true
and correct and are hereby incorporated by reference and made a part of this Ordinance for all
purposes as if the same were restated in full in this Section and constitute findings of the City
Council acting in its discretionary, legislative capacity.
2
Section 3. Assessment Plan. As required by Section 371.013(d) of the PID Act, the Annual
Service Plan Update attached hereto as Exhibit A is hereby approved and the same is incorporated
as part of this Ordinance as if fully set forth in the body of this Ordinance.
Section 4. Severability. If any provision, section, subsection, sentence, clause, or phrase of this
Ordinance, or the application of same to any person or set of circumstances is for any reason held
to be unconstitutional, void, or invalid, the validity of the remaining portions of this Ordinance or
the application to other persons or sets of circumstances shall not be affected thereby, it being the
intent of the governing body of the City in adopting this Ordinance that no portion hereof, or
provision or regulation contained herein shall become inoperative or fail by reason of any
unconstitutionality, voidness, or invalidity of any other portion hereof, and all provisions of this
Ordinance are declared to be severable for that purpose.
Section 5. Filing in Land Records. As required by Section 371.013(e) of the PID Act, the City
Secretary is directed to cause a copy of this Ordinance, including the Annual Service Plan Update
attached hereto as Exhibit A, to be recorded in the real property records of Collin County, Texas,
on or before July 29, 2025.
Section 6. Effective Date. This Ordinance shall take effect immediately from and after its passage
in accordance with applicable law.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS, THIS 22ND DAY OF JULY, 2025.
_________________________________
Pete Cain, Mayor
ATTEST:
_________________________________
Carrie Land, City Secretary [SEAL]
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the _______ day of July, 2025 by Pete
Cain, the Mayor, and Carrie L. Land, the City Secretary, of the City of Anna, Texas on behalf of
said City.
Notary Public, State of Texas
(SEAL)
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
INTRODUCTION
Capitalized terms used in this 2025 Annual Service Plan Update shall have the meanings set forth
in the 2024 Amended and Restated Service and Assessment Plan (the “2024 A&R SAP”).
The District was created pursuant to the PID Act by Resolution No. 2023-02-1378 on February 14,
2023, by the City Council to finance certain Authorized Improvements for the benefit of the
property in the District.
On March 14, 2023, the City approved the Service and Assessment Plan for the District by
adopting Ordinance No. 1036-2023-03 which approved the levy of Assessments for Assessed
Property within Improvement Area #1 of the District and approved the Improvement Area #1
Assessment Roll.
On September 12, 2023, the City approved the 2023 Amended and Restated Service and
Assessment Plan for the District by adopting Ordinance No. 1073-2023 which amended and
restated the Service and Assessment Plan in its entirety for the purpose of issuing Improvement
Area #1 Bonds.
On August 27, 2024, the City approved the 2024 A&R SAP for the District by adopting Ordinance
No. 1118-2024-08 which amended and restated the 2023 Amended and Restated Service and
Assessment Plan in its entirety for the purpose of (i) approving the levy of Improvement Area #2-
A Assessments; (ii) approving the levy of Improvement Area #2-B Assessments; (iii) updating the
Improvement Area #1 Assessment Roll; (iv) approving the Improvement Area #2-A Assessment
Roll; and (v) approving the Improvement Area #2-B Assessment Roll.
On February 25, 2025, the City approved Ordinance No. 1139-2025-02 which amended Ordinance
No. 1118-2024-08 to make additional findings and to further detail the manner in which
Assessments levied in the 2024 A&R SAP shall be apportioned, the method of payment of
Assessments, and details relating to Assessments pursuant to Sections 372.015 and 327.017,
Texas Local Government Code, as amended.
The 2024 A&R SAP identified the Authorized Improvements to be constructed for the benefit of
the Assessed Parcels within the District, the costs of the Authorized Improvements, the
indebtedness to be incurred for the Authorized Improvements, and the manner of assessing the
property in the District for the costs of the Authorized Improvements. Pursuant to the PID Act,
the 2024 A&R SAP must be reviewed and updated annually. This document is the Annual Service
Plan Update for 2025.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
The City Council also adopted Assessment Rolls identifying the Assessments on each Lot within
the District, based on the method of assessment identified in the 2024 A&R SAP. This 2025 Annual
Service Plan Update also updates the Assessment Rolls for 2025.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 3
PARCEL SUBDIVISION
Improvement Area #1
The final plat of The Woods at Lindsey Place Phase 1 was filed and recorded with the
County on March 21, 2023, and consists of 218 residential Lots and 5 Lots of Non-
Benefited Property.
See the completed Lot Type classification summary within Improvement Area #1 below:
See Exhibit D-1 for the Improvement Area #1 Lot Type classification map.
Improvement Area #2-A
The final plat of The Woods at Lindsey Place Phase 2A, as shown on Exhibit C-1, was filed
and recorded with the County on January 23, 2025, and consists of 75 residential Lots, 7
Lots of Non-Benefited Property, and 1 Lot of Non-Assessed Property.
See the completed Lot Type classification summary within Improvement Area #2-A below:
See Exhibit D-2 for the Improvement Area #2-A Lot Type classification map.
Improvement Area #2-B
The final plat of The Woods at Lindsey Place Phase 2B, as shown on Exhibit C-2, was filed
and recorded with the County on January 23, 2025, and consists of 123 residential Lots,
and 3 Lots of Non-Benefited Property.
See the completed Lot Type classification summary within Improvement Area #2-B below:
Lot Type Number of Lots
Total 218
Improvement Area #1
Lot Type Number of Lots
Total 75
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 4
See Exhibit D-3 for the Improvement Area #2-B Lot Type classification map.
LOT AND HOME SALES
Improvement Area #1
Per the Quarterly Report dated March 31, 2025, the Lot ownership composition is provided
below:
• Developer Owned:
o Lot Type 1: 14 Lots
o Lot Type 2: 0 Lot
• End-User Owned:
o Lot Type 1: 174 Lots
o Lot Type 2: 30 Lots
Improvement Area #2-A
Per the Collin Central Appraisal District as of May 22, 2025, the Lot ownership composition is
provided below:
• Developer Owned:
o Lot Type 3: 75 Lots
• End-User Owned:
o Lot Type 3: 0 Lots
Improvement Area #2-B
Per the Collin Central Appraisal District as of May 22, 2025, the Lot ownership composition is
provided below:
• Developer Owned:
o Lot Type 4: 26 Lots
o Lot Type 5: 97 Lots
• End-User Owner:
o Lot Type 4: 0 Lots
o Lot Type 5: 0 Lots
See Exhibit E for the buyer disclosures.
Lot Type Number of Lots
Total 123
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 5
AUTHORIZED IMPROVEMENTS
Improvement Area #1
The Developer has completed the Authorized Improvements listed in the 2024 A&R SAP for
Improvement Area #1, and they were dedicated to the City.
Improvement Area #2-A
Per the Developer, the Authorized Improvements listed in the 2024 A&R SAP for Improvement
Area #2-A are currently under construction and the projected completion date is to be
determined. The budget for the Authorized Improvements remains unchanged, as shown on the
table below:
Authorized Improvements Budget
Total Draws
Requested
Percent of
Budget Spent
Forecast
Completion
Date
Major Improvements Benefiting IA#2-A
320,997.27$ -$ 0.00%
Improvement Area #2-A Improvements
3,687,440.59$ -$ 0.00%
Improvement Area #2-A Authorized Improvement Budget
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 6
Improvement Area #2-B
Per the Developer, the Authorized Improvements listed in the 2024 A&R SAP for Improvement
Area #2-B are currently under construction and the projected completion date is to be
determined. The budget for the Authorized Improvements remains unchanged, as shown on the
table below:
OUTSTANDING ASSESSMENT
Improvement Area #1
Improvement Area #1 has an outstanding Assessment of $7,109,176.74. The District outstanding
Assessment is less than the $7,176,000 in outstanding Bonds, net of the principal bond payment
due September 15, due to Prepayments of Assessment for which bonds have not yet been
redeemed
Improvement Area #2-A
Improvement Area #2-A has an outstanding Assessment of $1,731,629.87.
Improvement Area #2-B
Authorized Improvements Budget
Total Draws
Requested
Percent of
Budget Spent
Forecast
Completion
Date
Major Improvements Benefiting IA#2-B
716,772.32$ -$ 0.00%
Improvement Area #2-B Improvements
5,277,350.79$ -$ 0.00%
Improvement Area #2-B Authorized Improvement Budget
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 7
Improvement Area #2-B has an outstanding Assessment of $3,866,650.80.
ANNUAL INSTALLMENT DUE 1/31/2026
Improvement Area #1
Principal and Interest – The total principal and interest required for the Improvement
Area #1 Annual Installment is $523,615.00.
Additional Interest – The total Delinquency and Prepayment Reserve Requirement, as
defined in the Indenture, is equal to $394,680.00 and has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessments, resulting in an Additional Interest amount due of
$35,880.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Improvement Area #1 Annual Installment is $53,749.84.
Total Annual Collection Costs 53,749.84$
Improvement Area #1
Annual Collection Costs Breakdown
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 8
See the Limited Offering Memorandum for the pay period for Improvement Area #1. See Exhibit
B-1 for the debt service schedule for the Improvement Area #1 Bonds as shown in the Limited
Offering Memorandum.
Improvement Area #2-A
Principal and Interest – The total principal and interest required for the Improvement
Area #2-A Annual Installment is $127,412.66.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Improvement Area #2-A is $9,521.05.
Total 613,244.84$
Improvement Area #1
Due January 31, 2026
Total Annual Collection Costs 9,521.05$
Improvement Area #2-A
Annual Collection Costs Breakdown
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 9
Please contact P3Works for the pay period for the Improvement Area #2-A. See Exhibit B-2 for
the reimbursement schedule for Improvement Area #2-A.
Improvement Area #2-B
Principal and Interest – The total principal and interest required for the Improvement
Area #2-B Annual Installment is $284,506.67.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Improvement Area #2-B Annual Installment is $21,260.07.
Total
Improvement Area #2-A
Due January 31, 2026
Total Annual Collection Costs 21,260.07$
Improvement Area #2-B
Annual Collection Costs Breakdown
Total
Improvement Area #2-B
Due January 31, 2026
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 10
Please contact P3Works for the pay period for the Improvement Area #2-B. See Exhibit B-3 for
the reimbursement schedule for Improvement Area #2-B.
PREPAYMENT OF ASSESSMENTS IN FULL
Improvement Area #1
The following is a list of all Parcels or Lots that made a Prepayment in full within Improvement
Area #1.
Improvement Area #2-A
No full prepayments of Assessments have occurred within Improvement Area #2-A.
Improvement Area #2-B
No full prepayments of Assessments have occurred within Improvement Area #2-B.
Property ID Address Lot Type
Prepayment
Amount
Prepayment
Date
Recorded Lien
Release Number
Improvement Area #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 11
PARTIAL PREPAYMENT OF ASSESSMENTS
Improvement Area #1
No partial prepayments of Assessments have occurred within Improvement Area #1.
Improvement Area #2-A
No partial prepayments of Assessments have occurred within Improvement Area #2-A.
Improvement Area #2-B
No partial prepayments of Assessments have occurred within Improvement Area #2-B.
EXTRAORDINARY OPTIONAL REDEMPTIONS
Improvement Area #1
No Extraordinary Optional Redemptions have occurred within Improvement Area #1.
SERVICE PLAN – FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the Authorized
Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection
shall cover a period of not less than five years.
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 115,000.00$ 121,000.00$ 126,000.00$ 132,000.00$ 138,000.00$
Interest 408,615.00 403,008.76 397,110.00 390,967.50 384,532.50
(1) 523,615.00$ 524,008.76$ 523,110.00$ 522,967.50$ 522,532.50$
Additional Interest (2) 35,880.00$ 35,305.00$ 34,700.00$ 34,070.00$ 33,410.00$
Annual Collection Costs (3) 53,749.84$ 51,343.80$ 52,370.68$ 53,418.09$ 54,486.45$
Total Annual Installment (4) = (1) + (2) + (3)613,244.84$ 610,657.56$ 610,180.68$ 610,455.59$ 610,428.95$
Improvement Area #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 12
ASSESSMENT ROLL
The list of current Parcels or Lots within the District, the corresponding total Assessments, and
current Annual Installments are shown on the Assessment Rolls attached hereto as Exhibit A-1,
Exhibit A-2, and Exhibit A-3. The Parcels or Lots shown on the Assessment Rolls will receive the
bills for the 2025 Annual Installments which will be delinquent if not paid by January 31, 2026.
The list of Parcels shown on the Assessment Roll is subject to change based on the final certified
rolls provided by the County prior to billing.
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 23,514.86$ 24,925.76$ 26,421.30$ 28,006.58$ 29,686.97$
Interest 103,897.79 102,486.90 100,991.36 99,406.08 97,725.68
(1) 127,412.66$ 127,412.66$ 127,412.66$ 127,412.66$ 127,412.66$
Total Annual Installment (4) = (1) + (2) + (3)136,933.71$ 136,094.56$ 136,268.20$ 136,445.31$ 136,625.96$
Footnotes:
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 52,507.62$ 55,658.08$ 58,997.57$ 62,537.42$ 66,289.66$
Interest 231,999.05 228,848.59 225,509.11 221,969.25 218,217.01
(1) 284,506.67$ 284,506.67$ 284,506.67$ 284,506.67$ 284,506.67$
Total Annual Installment (4) = (1) + (2) + (3)305,766.74$ 303,892.97$ 304,280.69$ 304,676.17$ 305,079.56$
Footnotes:
Improvement Area #2-B
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 13
EXHIBIT A-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 14
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 15
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 16
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 17
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 18
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
7,109,176.74$ 608,035.39$
Footnotes:
Improvement Area #1[b]
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 19
EXHIBIT A-2 – IMPROVEMENT AREA #2-A ASSESSMENT ROLL
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 20
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
1,731,629.87$ 136,933.50$
Footnotes:
Improvement Area #2-A
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 21
EXHIBIT A-3 – IMPROVEMENT AREA #2-B ASSESSMENT ROLL
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 22
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 23
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 24
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
3,866,650.80$ 305,766.53$
Footnotes:
Improvement Area #2-B
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 25
EXHIBIT B-1 – IMPROVEMENT AREA #1 DEBT SERVICE SCHEDULE
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 26
EXHIBIT B-2 – IMPROVEMENT AREA #2-A REIMBURSEMENT SCHEDULE
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 1,731,629.87$ 1,963,337.18$ 331,196.06$ 4,026,163.11$
Footnotes:
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 27
EXHIBIT B-3 – IMPROVEMENT AREA #2-B REIMBURSEMENT SCHEDULE
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 3,866,650.80$ 4,384,042.67$ 739,545.76$ 8,990,239.22$
Footnotes:
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 28
EXHIBIT C-1 – THE WOODS AT LINDSEY PLACE PHASE 2A FINAL PLAT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 29
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 30
EXHIBIT C-2 – THE WOODS AT LINDSEY PLACE PHASE 2B FINAL PLAT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 31
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 32
EXHIBIT D-1 – IMPROVEMENT AREA #1 LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 33
EXHIBIT D-2 – IMPROVEMENT AREA 2-A LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 34
EXHIBIT D-3 – IMPROVEMENT AREA 2-B LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 35
EXHIBIT E – BUYER DISCLOSURES
Buyer disclosures for the following Lot Types are found in this Exhibit:
Improvement Area #1
o Lot Type 1
o Lot Type 2
Improvement Area #2-A
o Lot Type 3
Improvement Area #2-B
o Lot Type 4
o Lot Type 5
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #1 – LOT TYPE 1 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $32,729.76
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
2026 524.52$ 1,863.69$ 163.65$ 247.46$ 2,799.32$
2027 551.88$ 1,838.12$ 161.03$ 236.38$ 2,787.41$
2028 574.69$ 1,811.22$ 158.27$ 241.11$ 2,785.28$
2029 602.05$ 1,783.20$ 155.39$ 245.93$ 2,786.58$
2030 629.42$ 1,753.85$ 152.38$ 250.85$ 2,786.50$
2031 661.35$ 1,723.17$ 149.24$ 255.87$ 2,789.62$
2032 697.83$ 1,685.97$ 145.93$ 260.98$ 2,790.72$
2033 734.32$ 1,646.72$ 142.44$ 266.20$ 2,789.68$
2034 775.37$ 1,605.41$ 138.77$ 271.53$ 2,791.08$
2035 820.98$ 1,561.80$ 134.89$ 276.96$ 2,794.63$
2036 866.59$ 1,515.62$ 130.79$ 282.50$ 2,795.49$
2037 912.20$ 1,466.87$ 126.45$ 288.15$ 2,793.67$
2038 966.93$ 1,415.56$ 121.89$ 293.91$ 2,798.29$
2039 1,017.10$ 1,361.17$ 117.06$ 299.79$ 2,795.12$
2040 1,076.40$ 1,303.96$ 111.97$ 305.78$ 2,798.11$
2041 1,135.69$ 1,243.41$ 106.59$ 311.90$ 2,797.59$
2042 1,204.10$ 1,179.53$ 100.91$ 318.14$ 2,802.68$
2043 1,272.52$ 1,111.80$ 94.89$ 324.50$ 2,803.71$
2044 1,340.94$ 1,040.22$ 88.53$ 330.99$ 2,800.67$
2045 1,423.03$ 961.44$ 81.82$ 337.61$ 2,803.90$
2046 1,509.69$ 877.83$ 74.71$ 344.36$ 2,806.60$
2047 1,596.35$ 789.14$ 67.16$ 351.25$ 2,803.90$
2048 1,696.69$ 695.35$ 59.18$ 358.27$ 2,809.50$
2049 1,797.04$ 595.67$ 50.70$ 365.44$ 2,808.84$
2050 1,906.50$ 490.10$ 41.71$ 372.75$ 2,811.05$
2051 2,020.52$ 378.09$ 32.18$ 380.20$ 2,811.00$
2052 2,143.67$ 259.38$ 22.08$ 387.81$ 2,812.94$
2053 2,271.38$ 133.44$ 11.36$ 395.56$ 406.92$
Total 32,729.76$ 34,091.73$ 2,941.96$ 8,602.16$ 75,960.79$
Footnotes:
[a]Interest rate on the Improvement Area #1 Bonds is 4.875%for bonds maturing 2030, 5.625%
for bonds maturing 2043, and 5.875% for bonds maturing 2053.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or
other available offsets could increase or decrease the amounts shown.
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #1 – LOT TYPE 2 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $34,093.50
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Additional
Interest
Annual
Collection Costs
Total Annual
Installment[b]
Total 34,093.50$ 35,512.22$ 3,064.54$ 8,960.59$ 79,125.82$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #2-A – LOT TYPE 3 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2-A LOT TYPE 3 PRINCIPAL ASSESSMENT: $23,088.40
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 23,088.40$ 26,177.83$ 4,415.95$ 53,682.17$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2-A LOT TYPE 3
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #2-B – LOT TYPE 4 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2-B LOT TYPE 4 PRINCIPAL ASSESSMENT: $28,110.87
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 28,110.87$ 31,872.36$ 5,376.56$ 65,359.79$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2-B LOT TYPE 4
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #2-B – LOT TYPE 5 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2-B LOT TYPE 5 PRINCIPAL ASSESSMENT: $32,327.51
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
2026 439.00$ 1,939.65$ 177.75$ 2,556.39$
2027 465.33$ 1,913.31$ 162.08$ 2,540.73$
2028 493.25$ 1,885.39$ 165.32$ 2,543.97$
2029 522.85$ 1,855.80$ 168.63$ 2,547.27$
2030 554.22$ 1,824.42$ 172.00$ 2,550.65$
2031 587.47$ 1,791.17$ 175.44$ 2,554.09$
2032 622.72$ 1,755.92$ 178.95$ 2,557.60$
2033 660.09$ 1,718.56$ 182.53$ 2,561.17$
2034 699.69$ 1,678.95$ 186.18$ 2,564.83$
2035 741.67$ 1,636.97$ 189.90$ 2,568.55$
2036 786.17$ 1,592.47$ 193.70$ 2,572.35$
2037 833.34$ 1,545.30$ 197.58$ 2,576.22$
2038 883.34$ 1,495.30$ 201.53$ 2,580.17$
2039 936.34$ 1,442.30$ 205.56$ 2,584.20$
2040 992.53$ 1,386.12$ 209.67$ 2,588.31$
2041 1,052.08$ 1,326.57$ 213.86$ 2,592.51$
2042 1,115.20$ 1,263.44$ 218.14$ 2,596.79$
2043 1,182.11$ 1,196.53$ 222.50$ 2,601.15$
2044 1,253.04$ 1,125.60$ 226.95$ 2,605.60$
2045 1,328.22$ 1,050.42$ 231.49$ 2,610.14$
2046 1,407.92$ 970.73$ 236.12$ 2,614.77$
2047 1,492.39$ 886.25$ 240.84$ 2,619.49$
2048 1,581.94$ 796.71$ 245.66$ 2,624.31$
2049 1,676.85$ 701.79$ 250.57$ 2,629.22$
2050 1,777.46$ 601.18$ 255.59$ 2,634.23$
2051 1,884.11$ 494.54$ 260.70$ 2,639.34$
2052 1,997.16$ 381.49$ 265.91$ 2,644.56$
2053 2,116.99$ 261.66$ 271.23$ 2,649.87$
2054 2,244.01$ 134.64$ 276.65$ 2,655.30$
Total 32,327.51$ 36,653.21$ 6,183.04$ 75,163.76$
Footnotes:
[a]Interest is calculated at a 6.00%rate.Upon the issuance of PID Bonds,interest
shall adjust to the rate of the PID Bonds plus Additional Interest of 0.50%.
[b]The figures shown above are estimates only and subject to change in Annual
Service Plan Updates. Changes in Annual Collection Costs,interest earnings,or other
available offsets could increase or decrease the amounts shown.
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2-B LOT TYPE 5
Exhibit A
The Woods at Lindsey Place Public Improvement District
2025 Annual Service Plan Update
[Remainder of page left intentionally blank.]
Item No. 5.h.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Approve a Resolution for the First Amendment to the Hotel Development Agreement
between the City of Anna and North Texas Hoco, LLC. (Assistant Director of Economic
Development, Natasha Roach)
SUMMARY:
Consider/Discuss/Action on Resolution to Approve a First Amendment to the Hotel
Development Agreement between the City of Anna and North Texas Hoco, LLC.
(Owner)
FINANCIAL IMPACT:
The lessor of $375,000 or 70 Percent (70%) of the Hotel Occupancy Tax acutally
collected that Owner is authorized to deduct from remittance to the City during the
Delegation Period of 36 months.
BACKGROUND:
North Texas Hoco, LLC is the current owner of a certain tract of real property in the City
of Anna, Texas located on U.S. Highway 75 near the Anna Surgery Center that is
suitable for a hotel development.
As detailed in Resolution No. 2023-02-1366, the City of Anna, Texas, and Owner
entered into a certain Hotel Development Agreement with an Effective Date of February
15, 2023, concerning the development, construction and operation of a hotel to be
located on U.S. Highway 75 near the Anna Surgery Center on the Property.
On January 16, 2025, North Texas Hoco LLC submitted formal documentation
requesting to invoke Section 3(b) stating that the City Manager, at his discretion, may
agree in writing to extend any of the time periods for commencing construction or
issuance of a Certificate of Occupancy, but the sum total of all extensions granted by
the City Manager may not exceed six months. This request was for a six-month
extension on the issuance of the Certificate of Occupancy that was scheduled for
January 31, 2025.
On January 23, 2025, the City Manager issued a certified letter in response to the
request by North Texas Hoco, LLC stating that he would grant the request for one (1)
six-month extension for issuance of the Certificate of Occupancy, which will now be due
by July 31, 2025. This extension is effective as of January 31, 2025, and will expire
on July 31, 2025.
On May 22, 2025, North Texas Hoco, LLC submitted formal documentation requesting
consideration to allow for an additional six-month extension for the issuance of the
Certificate of Occupancy. The expected completion date is now expected to
be December 31, 2025.
This agreement has been amended to now state the date of issuance for the Certificate
of Occupancy must occur by December 31, 2025. The City Manager will still have the
ability, at his discretion, to extend the time period, but the sum of all extensions granted
may not exceed six months.
Staff recommends approval by the City Council of the Resolution for the First
Amendment to Hotel Agreement between the City of Anna and North Texas Hoco, LLC.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. Res Hotel Dev Agreement - 1st Amendment
Page 1
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS APPROVING
AN AMENDMENT TO A HOTEL DEVELOPMENT AGREEMENT WITH NORTH TEXAS
HOCO, LLC
WHEREAS, North Texas HOCO, LLC (“Owner”) is the current owner of a certain tract of
real property in the City of Anna, Texas located on U.S. Highway 75 near the Anna Surgery Center that
is suitable for a hotel development (the “Property”); and
WHEREAS, as detailed in Resolution No. 2023-02-1366 of the City of Anna, Texas, (the “City”)
the City and Owner entered into that certain Hotel Development Agreement with an Effective Date of
February 15, 2023 (the “Agreement”) concerning the development, construction and operation of a hotel
to be located on U.S. Highway 75 near the Anna Surgery Center on the Property; and
WHEREAS, Owner and the City desire to amend the Agreement to extend the time period
for completion of construction and issuance of a certificate of occupancy; and
WHEREAS, the City desires to authorize the Mayor of the City of Anna, Texas to execute the First
Amendment to Hotel Development Agreement, said amendment being attached hereto as Exhibit 1; and
NOW, THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS:
SECTION 1. Findings. The findings set forth above are incorporated herein for all purposes as if
set forth in full.
SECTION 2. Approval of Project and Agreement. The City Council of the City of Anna,
Texas hereby approves the Amendment, incorporated herein for all purposes, and authorizes the Mayor
to execute the same on its behalf, subject to approval as to form by legal counsel for the City, said
Amendment to be effective upon its passage and as set forth in said Agreement.
SECTION 3. Administration. The City hereby authorizes the City Manager or his designee to
administer the Agreement and the Amendment.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Anna, Texas, on this the
8th day of July 2025.
Pete Cain, Mayor
ATTEST:
______________________________
Carrie L. Land, City Secretary
FIRST AMENDMENT TO HOTEL DEVELOPMENT AGREEMENT Page 1
FIRST AMENDMENT TO HOTEL DEVELOPMENT AGREEMENT
This First Amendment to Hotel Development Agreement (this “Amendment”) is entered into
between the City of Anna, a Texas home-rule municipality (the “City”) and North Texas HOCO,
LLC, a Texas limited liability company (the “Owner”).
WHEREAS, as detailed in Resolution No. 2023-02-1366 of the City of Anna, Texas, the City
and Owner entered into that certain Hotel Development Agreement with an
Effective Date of February 15, 2023 (the “Agreement”) concerning the
development, construction and operation of a hotel to be located on U.S. Highway
75 near the Anna Surgery Center on the Property; and
WHEREAS, capitalized terms in this Amendment have the meanings as defined in the
Agreement unless the context clearly indicates otherwise; and
WHEREAS, the Parties to this Amendment desire to amend the Agreement to extend the time
period allowed to complete the construction of the Hotel and related Property
improvements and for the issuance of a Certificate of Occupancy; and
WHEREAS, the Agreement is amended only to the extent set forth in this Amendment and shall
otherwise be in full force and effect;
NOW, THEREFORE, for and in consideration of the mutual promises hereinafter expressed, and
other good and valuable consideration, the sufficiency of which is hereby acknowledged by the
Parties, the Parties agree as follows:
Section 1 Recitals. The recitals set forth above are incorporated herein as if set forth in full
for all purposes.
Section 2 Amendment to Section3(b). The following amendments are made to Section 3(b)
of the Agreement:
“(b) Construction and Commencement Schedule. Owner must successfully apply for a
building permit and commence construction on the Property by October 31, 2023.
Completion of construction of the Hotel and related Property improvements and
issuance of a Certificate of Occupancy must occur by December 31, 2025. The
City Manager, at his or her discretion, may agree in writing to extend any of these
time periods, but the sum total of all extensions granted by the City Manager may
not exceed six months. Failure to adhere to this schedule and any extensions
granted by the City Manager shall allow the City at its option to terminate this
Agreement upon written notice to Owner, in which case the Owner: (1) shall be
obligated to pay all impact fees that would be due to the City in the absence of this
Agreement; and (2) shall not be entitled to receive the Delegated Amounts.”
Section 3 Counterparts. This Amendment may be executed in or more counterparts, each
of which shall be deemed an original and the binding agreement of each Party to
the terms herein, but all of which together will constitute one and the same
instrument.
EXECUTED as of the date(s) set forth below.
NORTH TEXAS HOCO, LLC,
a Texas limited liability company
By:a B .
Andrew Bossen, M.D., its Manager
STATE OF TEXAS
.. popros
COUNTY OF GRAYSON
Andrew Biser, Mo, Man outle before Not astroco Ly 2025, by
), a Texas limited
liability company, on behalf of said limited liability company.
SHELLY LEEAMN DEATON
Notary 10 #1 32425730
My Commission Expires
April 3, 2028 S h e l t e D o n t
F I R S T A M E N D M E N T T O H O T E L D E V E L O P M E N T A G R E E M E N T Page 2
FIRST AMENDMENT TO HOTEL DEVELOPMENT AGREEMENT Page 3
CITY OF ANNA, TEXAS
Pete Cain, Mayor
ATTEST:
Carrie L. Land,
City Secretary
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the ____ day of ____________ 2025, by
Pete Cain, Mayor of the City of Anna, a Texas home-rule municipality, on behalf of said home-
rule municipality.
Notary Public, State of Texas
Item No. 5.i.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Natasha Roach
AGENDA ITEM:
Approve a Resolution for the First Amendment to the Economic Development Incentive
Agreement between the City of Anna and the Seitz Group, Inc. (Assistant Director of
Economic Development, Natasha Roach)
SUMMARY:
This Amendment to the Economic Development Incentive Agreement is to amend the
terms in which the reimbursement for costs associated with the development of Buddy
Hayes and the extension of the waterline are paid back to the developer. In the original
agreement, those reimbursements were tied to the completion of two end users and
would not be paid out until those end users were constructed and open for business.
The intended timeline for those reimbursement costs was to be issued at the completion
of the construction of those projects and upon acceptance of those projects by the City.
This amendment makes that change.
FINANCIAL IMPACT:
The Maximum Reimbursable amount for Roadway and Water Public Infrastructure not
to exceed $3,680,709, which is in addition to the Impact Credit Fee in the amount of
$4,214,261.
BACKGROUND:
On October 22, 2024, the Anna City Council approved Resolution 2024-10-1695 for the
Economic Incentive Agreement between the City of Anna and the Seitz Group, Inc.
Those incentives are as follows:
Section 2(a) Impact Fee Credits: The City shall provide to the Developer or any owner
or developer of the Grocery Improvements or Retail Improvements, as applicable, as
consideration for the construction of the Grocery Improvements, the Retail
Improvements, the Roadway Public Infrastructure, and the Water Public Infrastructure,
a credit for Impact Fees to be assessed by the City related to the Grocery
Improvements and the Retail Improvements in an amount equal to the amount of Impact
Fees that would otherwise be due for the Grocery Improvements and the Retail
Improvements.
Section 2(b) Reimbursable Construction Costs: In exchange for Developer timely
and completely satisfying its obligations to construct the Roadway Public Infrastructure
and Water Public Infrastructure under this Agreement, the City shall provide
reimbursement to Developer for the Reimbursable Construction Costs of the Roadway
Public Infrastructure and for the Reimbursable Construction Costs of the Water Public
Infrastructure in a total amount not to exceed $3,680,709 (the "Maximum
Reimbursement Amount"), which Maximum Reimbursement Amount is in addition to the
Impact Fee Credits.
In the original Agreement, the timing of those reimbursable construction costs were tied
to the completion fo the grocery construction and employment requirements.
This Amendment to the Economic Development Incentive Agreement is to amend the
terms and timeline in which the reimbursable construction costs for the Roadway and
Water Public Infrastructure are paid to the Developer. This Amendment further states
that those reimbursable construction costs for Public Road and Water Infrastructure will
be issued upon completion of those projects and upon the City's acceptance of those
improvements.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Resilient.
ATTACHMENTS:
1. (SEITZ) ANNA SEC CORNER -- First Amendment to Incentives
Agreement(712954338.1) mc
Page 1
712951014v1
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS
APPROVING A FIRST AMENDMENT TO INCENTIVE AGREEMENT WITH SEITZ
GROUP, INC.
WHEREAS, the City has previously entered into an Economic Development Incentive
Agreement (the “Agreement”) with Seitz Group, Inc. (the “Developer”) in connection with the
development of property for commercial and retail use (the “Project”) at the southeast corner of
the intersection of Highway 75 and Rosamond Parkway, in the City of Anna, County of Collin,
State of Texas;
WHEREAS, the City and the Developer desire to amend the Agreement as set forth in the
First Amendment to Economic Development Incentive Agreement attached hereto as Exhibit 1
(the “Amendment”); and
WHEREAS, the City has found that the Project and associated incentives provided by the
City as set forth in the Amendment will promote new or expanded business enterprises; and
WHEREAS, the City is authorized to provide the incentives under Chapter 380 of the
Texas Local Government Code and said incentives as described in the Agreement and the
Amendment are in exchange for and conditioned upon Developer timely meeting its obligations
under the Agreement and the Amendment;
NOW, THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF ANNA, TEXAS:
SECTION 1. Findings. The findings set forth above are incorporated herein for all
purposes as if set forth in full.
SECTION 2. Approval of Project and Amendment
The City Council of the City of Anna, Texas hereby approves the Amendment attached
hereto as Exhibit 1, incorporated herein for all purposes, and authorizes the Mayor to execute the
same on its behalf, subject to approval as to form by legal counsel for the City, said Amendment to
be effective upon its passage and as set forth in said Amendment.
SECTION 3. Administration
The City hereby authorizes the City Manager or his designee to administer the Amendment.
[Remainder of page intentionally left blank]
Page 2
PASSED, APPROVED AND ADOPTED by the City Council of the City of Anna, Texas,
on this the ___ day of ___________ 2025.
Pete Cain, Mayor
ATTEST:
Carrie L. Land, City Secretary
Exhibit 1
1
712954338v1
FIRST AMENDMENT TO ECONOMIC DEVELOPMENT INCENTIVE AGREEMENT
This FIRST AMENDMENT TO ECONOMIC DEVELOPMENT INCENTIVE
AGREEMENT (this “First Amendment”) is made and entered into by and between the CITY OF
ANNA, TEXAS, a Texas home-rule municipality (the “City”) and SEITZ GROUP, INC, a Texas
corporation (“Developer”) (each individually, a “Party,” and collectively, the “Parties”), to be
effective as of ___________, 2025.
RECITALS
WHEREAS, the City and the Developer previously entered into that certain Economic
Development Incentive Agreement, effective as of October 22, 2024 (the “Agreement”); and
WHEREAS, capitalized terms used in this First Amendment herein but not otherwise
defined shall have the meanings assigned to them in the Agreement; and
WHEREAS, the Parties desire to amend Section 3 and Section 11 of the Agreement; and
WHEREAS, the Parties acknowledge and agree that, except to the extent amended by this
First Amendment herein, all provisions and terms contained in the Agreement shall remain in full
force and effect; and
NOW, THEREFORE, for and in consideration of the mutual covenants of the Parties set
forth in this First Amendment, and for good and valuable consideration the receipt and adequacy
of which are acknowledged and agreed, the Parties agree as follows:
AGREEMENT
1. Defined Terms. All capitalized terms used in this First Amendment, to the extent
not otherwise expressly defined herein, shall have the meanings assigned to them
in the Agreement.
2. Amendment to Section 3. “Obligations”. Section 3 of the Ageement is amended
to read as follows:
Section 3. Obligations.
(a) Required Construction of Roadway Public Infrastructure and Water
Public Infrastructure; Other Public Infrastructure. The obligation of the City to
provide the Incentives described in Section 2(b) shall be conditioned upon the
compliance and satisfaction of each of the terms and conditions of this section 3(a).
Developer shall construct the Roadway Public Infrastructure and Water Public
Infrastructure and shall complete such Roadway Public Infrastructure and Water
Public Infrastructure in sufficient time to allow for the opening of the Grocery
Improvements for use by the public by the Grocery Improvement Deadline as may
be extended as set forth below for obtaining the certificates of occupancy for the
Grocery Improvements. Upon the Completion of Construction of Roadway Public
2
Infrastructure and Water Infrastructure, the City shall provide the reimbursement
of the Reimbursable Construction Costs of the Roadway Public Infrastructure and
the Water Public Infrastructure as set forth in Section 2(b) hereof.
(b) Completion of Construction of the Grocery Improvements;
Employment Requirements. The obligation of the City to provide the Incentives
described in Section 2(a) shall be conditioned upon the compliance and
satisfaction of each of the terms and conditions of this Agreement by Developer
including without limitation each of the terms and conditions set forth below:
(1) Developer shall cause Completion of Construction of the
Grocery Improvements and shall obtain the certificates of occupancy
necessary to open to the Grocery Improvements to the public for the
intended grocery and fuel store uses on or before December 31, 2027
(the “Grocery Improvements Deadline”). Notwithstanding the
foregoing, Developer may: (i) extend the Grocery Improvements
Deadline for a six-month period by delivering a written notice of
extension to the City on or before the Grocery Improvements Deadline,
and upon the delivery of such notice, the Grocery Improvements
Deadline shall be extended to June 30, 2028; and (ii) extend the Grocery
Improvements Deadline for a second six-month period by delivering a
written notice of such second extension to the City on or before the
expiration of the first six-month extension period, and upon the delivery
of such notice, the Grocery Improvements Deadline shall be extended to
December 31, 2028 (the “Outside Grocery Improvements Deadline”).
Such extensions requested by the Developer as described in the
preceding sentence shall be automatic upon delivery of notice and shall
not require separate approval of the City. Notwithstanding the foregoing
or any other provision of this Agreement, the Grocery Improvements
Deadline shall not be extended beyond the Outside Grocery
Improvements Deadline set forth in this paragraph unless this Agreement
is amended to expressly provide for an additional extension by the
mutual written agreement of the Parties.
(2) Developer shall cause the tenant or purchaser of the
Grocery Improvements to agree to employ, during the Term of this
Agreement not less than 175 full-time equivalent employees, which shall
be calculated by the number of total hours worked by employees working
in the Grocery Improvements, divided by the maximum number of
compensable hours for a full-time work schedule (35hrs/week).
(c) Required Use. During the term of this Agreement following the
applicable Commencement Date and continuing thereafter until the Expiration
Date, the Retail Improvements shall not be used for any purpose other than a retail
strip center and the Grocery Improvements shall not be used for any other purpose
than a grocery and fuel center.
3
(d) Ownership. During the term of this Agreement, Developer may sell
all or a portion of the Property; provided, however, Developer shall remain liable
for all obligations hereunder other than any obligations properly assigned
pursuant to Section 27. For clarity, the City acknowledges that the Developer may
transfer all or a portion of the Property for development of the Grocery
Improvements or Retail Improvements, and the City shall provide the Impact Fee
Credits under Section 2(a) to the owners of the Grocery Improvements or Retails
Improvements, as applicable.
3. Amendment to Section 11. “Notices”. The addresses for the Developer under
Section 11 of the Agreement are amended to read as follows:
To the Developer: Seitz Group, Inc.
Attn: Eric Seitz
1110 Cowan Rd.
Celina, TX 75009
With a copy to: Attn: Drew Slone
Greenberg Traurig, LLP
2200 Ross Avenue, Suite 5200
Dallas, Texas 75201
Email: drew.slone@gtlaw.com
4. Miscellaneous.
(a) This First Amendment amends the Agreement in no other manner except as
expressly set forth herein. Except as amended herein, the terms, provisions, agreements, covenants
and conditions of the Agreement shall continue in full force and effect. In the event of a conflict
between this First Amendment and the Agreement, the terms of this First Amendment shall
control.
(b) This First Amendment together with the Agreement shall constitute the
entire agreement between the Parties and supersedes all prior agreements and understandings,
whether oral or written, concerning the subject matter of this First Amendment and the Agreement.
This First Amendment and the Agreement shall not be modified or amended except in writing
signed by the Parties.
(c) This First Amendment may be executed in one (1) or more counterparts,
each of which when taken together shall constitute one and the same instrument.
(d) The City represents and warrants that the individual executing this First
Amendment on behalf of the City has been duly authorized to do so. The Developer represents and
warrants that the individual executing this First Amendment on behalf of the Developer has been
duly authorized to do so.
4
4. Statutory Verifications. The Developer makes the following representations and
covenants pursuant to Chapters 2252, 2271, 2274, and 2276, Texas Government Code, as
heretofore amended (the “Government Code”), in entering into this Agreement. As used in such
verifications, “affiliate” means an entity that controls, is controlled by, or is under common control
with the Developer within the meaning of SEC Rule 405, 17 C.F.R. § 230.405, and exists to make
a profit. Liability for breach of any such verification during the term of this Agreement shall
survive until barred by the applicable statute of limitations, and shall not be liquidated or otherwise
limited by any provision of this Agreement, notwithstanding anything in this Agreement to the
contrary.
a. Not a Sanctioned Company. The Developer represents that neither it nor
any of its parent company, wholly- or majority-owned subsidiaries, and other affiliates is
a company identified on a list prepared and maintained by the Texas Comptroller of Public
Accounts under Section 2252.153 or Section 2270.0201, Government Code. The foregoing
representation excludes the Developer and each of its parent company, wholly- or majority-
owned subsidiaries, and other affiliates, if any, that the United States government has
affirmatively declared to be excluded from its federal sanctions regime relating to Sudan
or Iran or any federal sanctions regime relating to a foreign terrorist organization.
b. No Boycott of Israel. The Developer hereby verifies that it and its parent
company, wholly- or majority-owned subsidiaries, and other affiliates, if any, do not
boycott Israel and will not boycott Israel during the term of this Agreement. As used in
the foregoing verification, “boycott Israel” has the meaning provided in Section 2271.001,
Government Code.
c. No Discrimination Against Firearm Entities. The Developer hereby verifies
that it and its parent company, wholly- or majority-owned subsidiaries, and other affiliates,
if any, do not have a practice, policy, guidance, or directive that discriminates against a
firearm entity or firearm trade association and will not discriminate against a firearm entity
or firearm trade association during the term of this Agreement. As used in the foregoing
verification, “discriminate against a firearm entity or firearm trade association” has the
meaning provided in Section 2274.001(3), Government Code.
d. No Boycott of Energy Companies. The Developer hereby verifies that it
and its parent company, wholly- or majority-owned subsidiaries, and other affiliates, if any,
do not boycott energy companies and will not boycott energy companies during the term
of this Agreement. As used in the foregoing verification, “boycott energy companies” has
the meaning provided in Section 2276.001(1), Government Code.
5. Form 1295. Submitted herewith is a completed Form 1295 from the Developer.
The City hereby confirms receipt of the Form 1295 from the Developer. The Parties understand
and agree that, with the exception of information identifying the City and the contract identification
number, neither the City nor its consultants are responsible for the information contained in the
Form 1295; that the information contained in the Form 1295 has been provided solely by the
Developer; and, neither the City nor its consultants have verified such information.
S-1
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
as of the date first above written.
CITY OF ANNA, TEXAS
By: ________________________________
Pete Cain, Mayor
STATE OF TEXAS
COUNTY OF COLLIN
Before me, the undersigned notary public, on the ______ day of ______________ 2025, appeared
Pete Cain, known to me (or proved to me) to be the person whose name is subscribed to the
foregoing instrument, and acknowledged to me that he executed the same in his capacity as Mayor
of the City of Anna, Texas.
______________________________
Notary Public, State of Texas
[Signature Page to First Amendment to Economic Development Incentive Agreement]
S-2
SEITZ GROUP, INC.,
a Texas corporation
By: _______________________
Name : Eric Seitz,
Its President
STATE OF TEXAS )
)
COUNTY OF COLLIN )
This instrument was acknowledged before me on ________________, 2025 by Eric Seitz
in his capacity as President of Seitz Group, Inc., a Texas corporation.
[Seal]
Notary Public—State of Texas
[Developer’s Signature Page to First Amendment to Economic Development Incentive
Agreement]
Item No. 5.j.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Marc Marchand
AGENDA ITEM:
Approve a Resolution awarding the Anna Community Library Art Consultant Project to
Art Space 111, LLC. (Acting City Manager Marc Marchand)
SUMMARY:
To enhance the public experience of the Anna Community Library, the City of Anna
desires to purchase local art pieces through Artspace 111, LLC.
FINANCIAL IMPACT:
Funding for the Anna Community Library was appropriated in the amount of $22 million
from the 2021 Bond Fund. The estimated cost of Anna Community Art is $100,000.
BACKGROUND:
Funding for the Anna Community Library was made possible by voters approving 2021
Bond Proposition B, allocating $22 million to develop a state-of-the-art library and
community center.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Active.
ATTACHMENTS:
1. Resolution ACL Art C03029D20250717CR1
2. The City of Anna_ One Eleven Consulting Signed
3. ACL - ART CONSULTANT - One Eleven Art Consulting
4. ACL - ART CONSULTANT RFP 05202025
CITY OF ANNA, TEXAS
the Anna Community Library is currently under construction with a scheduled
opening of Fall 2025; and
the City of Anna is in need of art consultants to procure art from local and regional
artists to be included in the public building; and
funds are available for this project through the 2021 bond proposition B; and
the City of Anna has publicly bid the project in accordance with the Texas Local
Government Code; and
the best quality bid was received by Artspace111, LLC.
The recitals above are incorporated herein as if set forth in full for all purposes as set forth in full.
The City Council hereby approves the contract with Artspace111, LLC for consulting services,
artwork delivery and installation, ratifies and approves the City Manager’s execution of the same.
The City Manager is hereby authorized to execute all documents and to take all other actions
necessary to finalize, administer, and enforce the contract with Artspace111, LLC.
by the City Council of the City of Anna, Texas on this 22 nd day of July
2025.
Mayor Pete Cain City Secretary Carrie Land
111 Hampton Street, Fort Worth, Texas 76107
artconsulting@artspace111.com
CONSULTANT AGREEMENT BETWEEN THE CITY OF ANNA, TEXAS, AND
ARTSPACE111, LLC (d/b/a ONE ELEVEN ART CONSULTING)
This Consulting Agreement is being entered into by Artspace111, LLC (d/b/a One Eleven Art
Consulting) “Consultant”, and the City of Anna, Texas “Client”, under which Consultant will
act as an independent contractor to provide Client with art consulting services for a project
located at 111 W 5th Street, Anna, Texas to identify, commission, secure works of art, and install
the artwork, known hereafter as the Art Collection.
1. Services:
As an independent contractor, Consultant will provide the following services to Client:
●Provide artist identification services for Client
●Communicate with artists and organize proposals for approval by Client
●Negotiate contracts with artists and manage commissions
●Supervise artist progress (if commissioned) with frequent reports to Client
●Arrange artwork delivery from artist to location
●Manage independent installation contractors.
●Completion date: Consultant will endeavor to complete all services related to the Art
Collection on or before October 31, 2025
2. Budget and Compensation: The art budget includes art consultant fees, artwork purchases,
including production cost, framing, artwork delivery, installation, and a digital catalog of the Art
Collection.
Consultant fees are 25% of the total art budget. The Consultant will not exceed the total art
budget of $100,000, including the Consultant’s compensation of no more than $25,000. The
retainer amount due to engage consultants is $5,000 (nonrefundable).
3. Payment Terms: All payments due within 30 days of invoice.
●Consultant retainer is due upon signing of this agreement. ($5,000)
●50% ($10,000) of remaining Consultant fees are due with the first artwork invoice.
●Remaining 50% ($10,000) is due upon project completion.
Artwork will be ordered once payment for the approved artwork is received by Consultant.
Payment to Consultants may be made via check made out to Artspace111 or ACH deposit to
Artspace111. Consultant is responsible for dispersing payments to artists for artwork ordered and
purchased for the Art Collection.
4. Ownership of Materials; Rights Granted: The Art Collection as a whole and each of the parts,
components, or materials together comprising the Art Collection generated, commissioned,
secured or installed for Client in the performance of this Agreement shall be deemed “ work(s)
made for hire” and shall be Client’s exclusive property, subject to any third-party rights,
restrictions or obligations that Client agrees to in a separate written agreement. To the extent that
the Art Collection—or any of its parts, components, or materials—are not copyrightable by
Client, or for any reason determined not to be work(s) made for hire, then and in such event,
Consultant hereby assigns all right, title and interest to said material to Client for the fees paid to
1
111 Hampton Street, Fort Worth, Texas 76107
artconsulting@artspace111.com
Consultant under this Agreement. Client will license to Consultant the nonexclusive use of
images and press materials by Consultant regarding the Art Collection in promotion of
Consultant’s business in print and online.
5. Credits: Consultant will be credited as the independent contractor consultant for the Art
Collection.
6. Future: In future projects and building phases proposed by Client, the use of artists introduced
by Consultant to Client during the artist identification process, will require notification of
Consultant, and Client will compensate Consultant with the consulting fee of 25% commission
through October 31, 2026.
7. Independent Contractor Relationship: Consultant's relationship with Client will be that of an
independent contractor and not an employee of Client, and nothing in this Agreement is intended
to or should be construed to, create a partnership, agency, joint venture, or employment
relationship. No part of Consultant’s compensation will be subject to withholding by Client for
the payment of any social security, federal, state, or any other employee payroll taxes.
The Consultant and the Client acknowledge that this Agreement does not create a partnership or
joint venture between them, and is exclusively a contract for service. The Consultant is
responsible for paying, and complying with reporting requirements for, all local, state and federal
taxes related to payments made to Consultant under this Agreement. Client shall not control the
means, methods, sequences, procedures, or techniques utilized by Consultant to perform work or
services under this Agreement. Consultant shall have no authority to bind Client to any third-
party agreement.
8. Insurance: No cancellation without notice. All insurance policies required under this
Agreement must provide that they may not be cancelled or reduced in coverage except upon
thirty (30) days advance written notice to all Parties. Any cancellation of insurance without
appropriate replacement in the amounts and terms set forth herein constitute grounds for
termination of the contract.
A. Insurance to be obtained by Consultant. Prior to performing any services under this
Agreement, Consultant will obtain and maintain, at their own expense, through
completion of the Agreement each and all of the following: General liability insurance.
General liability insurance with a limit of not less than one million dollars
($1,000,000.00) per each occurrence, combined single limit bodily injury and property
damage, covering the actions and omissions of Consultant and Consultant’s contractors,
employees, agents, and/or workers, including coverage for owned, non-owned, and hired
vehicles, as applicable. In addition, Consultant shall obtain Professional Liability
Insurance with limits of not less than $1,000,000 annual aggregate. Except for workers
compensation and professional liability, the insurance policies shall name Client as an
additional insured.
B.Workers’ compensation insurance. If applicable, Consultant will obtain and maintain, at
their own expense, from the Effective Date of this Agreement throughout the course of
this Agreement, workers’ compensation insurance, in an amount required by Texas law, to
cover any and all persons employed by Consultant.
C.Proof of insurance. Prior to commencing any activity under this Agreement, Consultant
will provide to Client written proof of all insurance required hereunder. If any change is
2
111 Hampton Street, Fort Worth, Texas 76107
artconsulting@artspace111.com
made to any insurance policy or coverage required under and/or obtained pursuant to this
Agreement, Consultant will Client immediately.
D.Insurance to be obtained by Consultant’s subcontractors. Consultant will require any and
all subcontractors employed or utilized in the course and scope of this Agreement to
obtain and maintain the insurance described herein, and will provide to Client, within
twenty-four (24) hours of hiring or engaging any subcontractor, written proof that their
subcontractors have obtained all insurance required hereunder.
9. Indemnification. “Consultant” as used within this Section 9 shall include, without limitation,
Consultant’s current and former contractors, agents, employees and/or business invitees. Client
“Client” as used within this Section 9 shall include, without limitation, the City of Anna, Texas
and any and all of its current and former employees, agents, officials and/or officers. Consultant
shall, and hereby does, indemnify, save, and hold Client harmless and shall defend Client from
any and all losses, claims, and judgments for damages or injury to persons or property, and from
any and all losses and expenses (including without limitation attorney’s fees and related
expenses) caused or incurred by Consultant, or occurring as a result of this Agreement or the
performance or nonperformance of this Agreement. Further, Consultant shall indemnify, save, and
hold Client harmless, and defend or, at its option, settle any third-party claim, suit or proceeding
against Client to the extent based on a claim that any service provided or act or omission by
Consultant—including, without limitation, the Art Collection as a whole and each of the parts,
components, or materials together comprising the Art Collection—infringes any patent,
copyright, trademark, trade secret or any intellectual property of any kind whatsoever and
Consultant shall pay any final judgment entered against Client in any claim, suit or proceeding or
agreed to in settlement. Client will notify Consultant in writing of the claim, suit or proceeding
and give all information and assistance reasonably requested by Consultant or its designee.
10. Waiver. Consultant hereby waives any and all claims and recourse against Client including the
right of contribution for loss and damage to persons or property arising from, growing out of, or
in any way connected with or incident to Consultant’s performance of this Agreement, whether
such loss or damage may be attributable to known or unknown conditions, except for liability
arising out of concurrent or sole negligence of Client.
11. Compliance with law. Throughout the course of this Agreement, Consultant will comply with
any and all applicable federal, state, and local laws.
12. Non-Discrimination. Throughout the course of this Agreement, Consultant will not
discriminate against any person as to race, creed, religion, sex, age, national origin, sexual
orientation or any physical, mental, or sensory handicap.
13. Audits and Inspections: At any time during normal business hours and as often as Client may
deem necessary, Client may have access to Consultant’s records with respect to this Agreement,
and to audit, examine, and copy such records.
3
111 Hampton Street, Fort Worth, Texas 76107
artconsulting@artspace111.com
14. Entire Agreement. This Agreement constitutes the entire understanding between the parties to
this Agreement. This Agreement supersedes any and all statements, promises, or inducements
made by either party, or agents of either party, whether oral or written, whether previous to the
execution hereof or contemporaneous herewith. The terms of this Agreement may not be
enlarged, modified or altered except upon written agreement signed by both parties hereto.
15. Agreement governed by Texas law. The laws of the State of Texas shall govern the validity,
interpretation, performance and enforcement of this Agreement. Exclusive venue over any dispute
involving, growing out of, arising from, or in connection with this Agreement shall be in the
courts of Collin County, Texas.
16. Cumulative Rights and Remedies. All rights and remedies herein enumerated shall be
cumulative and none shall exclude any other right or remedy allowed by law. Likewise, the
exercise of any remedy provided for herein or allowed by law shall not be to the exclusion of any
other remedy.
17. Interpretation. Words of gender used in this Agreement shall be held and construed to include
any other gender, and words in the singular shall be held to include the plural and vice versa
unless the context otherwise requires. This Agreement and the captions of the various sections of
this Agreement are for convenience and ease of reference only, and do not define, limit, augment
or describe the scope, context or intent of this Agreement or any part or parts of this Agreement.
18, Severability. If any provision of this Agreement is found by a court of competent jurisdiction
to be illegal, invalid, or unenforceable, the remainder of this Agreement shall not be affected.
19. Successors and Assigns; No Third-Party Beneficiaries. All of the terms, provisions, covenants
and conditions of this Agreement shall inure to the benefit of, and shall be binding upon, each
party and their successors, assigns, legal representatives, heirs, executors, and administrators.
Notwithstanding any provision of this Agreement, there are no third-party beneficiaries to this
Agreement.
20. Termination.
A. For Cause. Client may terminate this Agreement immediately if Client determines that
Consultant has intentionally failed to comply with any term or condition of this
Agreement, violated any of the covenants, agreements, and/or stipulations of this
Agreement, falsified any record or document required to be prepared under this
Agreement, engaged in fraud, dishonesty, or any other act of misconduct in the
performance of this Agreement.
B. Default by Either Party. Except for a termination for cause described under Section
20.A., above, ifeither Party defaults in, or fails to fulfill, its material obligations under
this Agreement the other Party has the right to terminate this Agreement by giving
written notice to the defaulting party of its intent to terminate, and specifying the
grounds for termination. The defaulting party has thirty (30) days after receipt of such
4
111 Hampton Street, Fort Worth, Texas 76107
artconsulting@artspace111.com
notice to cure the default. If the default is not cured within such period, this
Agreement will terminate upon delivery of written notice of same by the terminating
party.
C. Default by Client. In the event of termination for non-performance or default by
Client, Client will compensate Consultant for work actually completed by Consultant
before the date of written notice of termination and any additional services and
materials actually performed or supplied prior to the date of written notice of
termination, less payments of compensation previously made, not to exceed the total
amount of compensation allowed hereunder. Notwithstanding this provision, Client
may reasonably withhold payments due until such time as the exact amount of
damages due to Consultant is determined.
1.
2.D. Default by Consultant. In the event of termination for non-performance or default
by Consultant, all products and materials provided under this Agreement, and all
rights, title, and interest thereto will become property of the Client, and the right to
install the artwork or other products and materials will pass to client.
E. Termination without cause. Client may terminate this Agreement for any reason, at
any time, by providing fourteen (14) days’ notice to Consultant. In the event of such
termination, Consultant will be compensated on a pro rata basis for the work
performed as of the date of such termination.
F. Non-waiver of breach. A waiver of any breach or default of any provision of this
Agreement will not be construed as a waiver of a breach of the same or any other
provision hereof.
21. Notices. All notices, communications, and reports required or permitted under this
Agreement shall be mailed to the respective parties by depositing same in the United States mail
to the address(es) shown below, certified mail, return receipt requested, unless otherwise
specified herein. Mailed notices shall be deemed delivered as of three days after mailing:
To Consultant: To Client:
One Eleven Art Consulting City of Anna, Texas
Attn: Margery Gossett Attn: City Manager
111 Hampton Street 120 W. 7th Street
Fort Worth, Texas 76107 Anna, Texas 75409
With mandatory copy to:
Wolfe, Tidwell & McCoy, LLP
Attn: Clark McCoy
2591 Dallas Pkwy, Ste. 300
Frisco, Texas 75034
5
111 Hampton Street, Fort Worth, Texas 76107
artconsulting@artspace111.com
22. Form 1295. Submitted herewith is a completed Form 1295 from the Consultant. The City
hereby confirms receipt of the Form 1295 from the Consultant. The Parties understand and agree
that, with the exception of information identifying the City and the contract identification number,
neither the City nor its consultants are responsible for the information contained in the Form
1295; that the information contained in the Form 1295 has been provided solely by the
Consultant; and, neither the City nor its consultants have verified such information.
In witness whereof, Client and the Consultant have executed this Agreement on the date shown
below.
City of Anna, Texas
Signed: _______________________________ Date: __________________
By: Marc Marchand, Acting City Manager
City of Anna, Texas
Artspace111, LLC (d/b/a One Eleven Art Consulting)
Signed: _______________________________ Date: __________________
By: Margery Gossett, its Manager
6
One Eleven Art Consulting | Fort Worth, Texas
Margery Gossett & Ariel Davis
111 Hampton Street
Fort Worth, Texas 76102
artconsulting@artspace111.com
214 - 734 - 4587
www.artspace111.com/consulting/
6/6/2025
RFP for Art Consultant
for the
City of Anna
Community Library
One Eleven Art Consulting | Fort Worth, Texas
Letter Of Interest
June 6, 2025
Dear Project Advocate and Selection Committee for The Anna Community Library,
On behalf of One Eleven Art Consulting, we are pleased to submit our Letter of Interest to
The City of Anna’s request for Art Consultants for The Anna Community Library.
One Eleven Art Consulting is a Fort Worth–based firm led by Margery Gossett and Ariel
Davis. We bring nearly five decades of combined experience in curating exhibitions and
placing artwork in public, private, and corporate spaces. We are submitting as a single firm
and do not intend to joint venture or subcontract for this opportunity.
We enthusiastically grant Project Advocates, the City of Anna, and their representatives
authorization to contact any previous client of One Eleven Art Consulting or any team
member involved for the purpose of obtaining an independent evaluation of our performance.
Our team meets all baseline qualifications as stated in the RFP, including experience
managing large-scale public art and exhibition projects, demonstrated curatorial vision, and
an established ability to engage local and regional artists in projects that serve public
audiences.
We are excited by the opportunity to create a collection that reflects the creative vibrancy of
the city of Anna and brings a meaningful sense of place to a space that is so valuable for the
community. Our vision for this project centers on a strong curatorial voice that prioritizes
artwork that is local, approachable, and unforgettable—artwork that speaks to, place, story
telling, cultural connection, and resonating with all the library visitors.
Thank you for considering our team.
Sincerely,
Margery Gossett Principal, One Eleven Art Consulting
One Eleven Art Consulting | Fort Worth, Texas
Table of Contents
Cover
Letter of Interest
Description of most relevant comparable project experience ..……………………………1
Description of interest in working on the Anna Community Library.………………….2
Current Resumes ………………………………………………………………………………………………….3-6
Three Professional References ……………………………………………………………………………7-8
Required Attachments
A: Current Insurance Coverage
B: Conflict of Interest Questionnaire
C: Vendor Qualification Statement
Scope of Work | Fee structure…………………………………………………………………………………9
Photographs of installations or examples of previous work ………………………11-14
Thank you ………………………………………………………………………………………………………………..15
One Eleven Art Consulting | Fort Worth, Texas 1
Comparable to The Anna Community Library, One Eleven Art
Consulting partnered with McCormack Baron Salazar, one of the
nation’s leading developers of economically integrated urban
neighborhoods, Mary-Margaret Lemons, President of Fort Worth
Housing Solutions, and architects Bennett Partners, to bring
color, joy, and a strong sense of place to Cowen Place. Cowen
Place is a four-story, mixed-income senior community in the heart
of Fort Worth. Designed for adults 62 and better the building
offers thoughtfully crafted apartments that emphasize comfort,
accessibility, style, and has an art collector to reflect this
sentiment.
Our role was to curate and oversee the installation of artwork for
over 120 locations throughout the building’s public and corporate
spaces. We developed a collection that balanced high-impact
visual interest with thoughtful consideration of the residents and
staff. The collection included a mix of contemporary art prints,
original paintings, and photography from Texas-based artists,
carefully selected to align with the color palette of each floor and
to reflect the spirit and personality of the community.
As with The Anna Community Library, Cowen Place is a shared
interior space meant to serve and uplift a diverse group of people.
We approached the project through the lens of the viewer,
considering how art enhances daily life, encourages a sense of
belonging, and fosters pride in place. By highlighting local artists
and creating a welcoming, vibrant and approachable visual
experience, we were able to contribute to an environment where
both residents and visitors feel seen, valued, and at home.
This experience demonstrates our deep understanding of how to
use art to activate public interiors and how to translate vision,
budget, and community character into a collection that resonates.
We specialize in building meaningful connections between people
and place through approachable unforgettable art.
One Eleven Art Consulting is currently working on a second
project with this same team, Hughes House, another
mixed-income community, set to install 60+ artworks in July. This
ongoing collaboration demonstrates our ability to build lasting
partnerships and create impactful art experiences tailored to
publicly accessible interior environments.
Cowen Place, Fort Worth, Tx.
One Eleven Art Consulting | Fort Worth, Texas 2
On behalf of One Eleven Art Consulting, we are thrilled to submit
our expression of interest in serving as the art consultant for The
Anna Community Library project. Our mission to connect
contemporary artists with corporate, civic, and private spaces,
aligns deeply with the goals of this project: to celebrate
community, engage the public, and enrich environments through
unforgettable, locally-rooted artwork.
At One Eleven, we specialize in curating artwork that is local,
approachable, and unforgettable. We believe public spaces, like
libraries, are vital cultural hubs where people of all ages gather to
learn, reflect, and connect. These are exactly the kinds of spaces
we are most passionate about enhancing through thoughtful,
inclusive, and resonant art programs.
Working with local artists is at the heart of what we do. We are
especially excited about this opportunity in Anna because of the
potential to highlight the incredible talent that exists right here in
North Texas. Projects like this allow us to amplify those voices and
ensure that the artwork not only reflects the community, but
becomes a source of pride and inspiration for years to come.
Description of interest in working on the Anna Community Library
As art consultants, we take a full-service approach; working closely with clients from concept
to installation to ensure the vision and values of the community are fully realized. Whether
through murals, sculpture, or integrated visual moments, we focus on creating experiences
that are meaningful and memorable.
One Eleven supports the idea of building a permanent art collection for the library alongside a
designated space for rotating exhibitions. We have over ten years of experience organizing
juried exhibitions, and Ariel Davis, as both a curator and practicing artist, has participated in
many herself. This dual perspective gives our team valuable insight into how to structure an
annual call for artists, supported by a clear and actionable “how-to” guide for your
administrators. We will identify the best location in the library for rotating exhibitions and
create a system that highlights local talent while ensuring the process is organized, repeatable,
and sustainable.
We would be honored to bring our expertise and passion to this project and look forward to
the opportunity to collaborate with the City of Anna and its residents.
One Eleven Art Consulting | Fort Worth, Texas
Curatorial CV | Resume
One Eleven Art Consulting | Fort Worth, Texas 3
ARIEL J. DAVIS
Art Consultant & Curator | One Eleven Art Consulting
111 Hampton Street
Fort Worth, Texas 76102
Direct: 682-300-6760
www. artspace111.com/consulting/
Instagram: @oneelevenartconsulting
EDUCATION
2010 University of Texas at Austin, Bachelor of Fine Art, Studio Art
MEMBERSHIPS
2022- 2023 Director’s Council Member, Modern Art Museum of Fort Worth
2024 - Present College Of Fine Art, Advisory Council, University Of Texas, Austin
CURATORIAL EXPERIENCE
2024 “Affirmations”, Gallery 440, Fort Fort Worth, Texas
2023 “Residency Reveries”, Love Texas Art, Fort Worth, Texas
2023 ”Clean Hands - Site 2: Benjamin Muñoz, Love Texas Art, Fort Worth, Texas
2023 “We Are Here”, Love Texas Art, Fort Worth, Texas
2023 ”Out Of The Fire: Ceramic Works by Texas Women”, Love Texas Art, Fort Worth
2022 ”The Butterfly Case: Bernardo Vallarino, Love Texas Art, Fort Worth, Texas
2022 ”Blinders: Works by Jacob Lovett”, Love Texas Art, Fort Worth, Texas
2022 ”Summer Sips”, Love Texas Art, Fort Worth, Texas
2022 ”Fences: Artwork by Antonio Lechuga, Love Texas Art, Fort Worth, Texas
2022 ”Saccharine Millenia: Sari Shryack”, Love Texas Art, Fort Worth, Texas
2022 ”Future Tales: Jim Malone”, Artspace111, Fort Worth, Texas
2022 ”Big Bend: AS3 Group Show”, Artspace111, Fort Worth, Texas
2022 ”Being In Shape: Stella Alesi”, Artspace111, Fort Worth, Texas
2022 ”Healing: Mihee Nahm”, Artspace111, Fort Worth, Texas
2022 “Marking Time: Robert McAn”, Artspace111, Fort Worth, Texas
2022 ”Edge of the Road: Daniel Blagg & Jill Johnson”, Fort Worth, Texas
2022 ”The Art Of Living” Briggs Freeman Sotheby’s, Fort Worth, Texas
2021 ”A Space Between Time: Carly Allen-Martin & Jim Woodson, Artspace111
2021 ”The Jane Series: New Works by Layla Luna”, Artspace111, Fort Worth, Texas
2021 “Solo Solo: Martha Elena Flores”, Artspace111, Fort Worth, Texas
2021 ”Swallow The Frog: Jules Buck Jones”, Artspace111, Fort Worth, Texas
2021 “Town & Country: Douglas Blagg and Suzanne Gentling”, Fort Worth, Texas
2021 ”Wish You Were Here: Carroll Swenson Roberts, Fort Worth, Texas
2020 ”To 40 More!” Artspace111, Fort Worth, Texas
2020 “Ladies Night”, Art Tooth, Fort Worth Community Arts Center, Fort Worth Texas
2020 “The New Normal”, Fort Worth Art Collective, FWCAC, Fort Worth, Texas
2019 ”RefiredPOW: Nancy Lamb” Artspace111, Fort Worth, Texas
2019 ”Heavenly View” Artspace111, Fort Worth, Texas
2019 “Familiar Endeavor”, Artspace111, Fort Worth, Texas
2019 “Jon Flaming Solo Exhibition” Artspace111, Fort Worth, Texas
Curatorial CV | Ariel Davis
One Eleven Art Consulting | Fort Worth, Texas
PANELIST
2024 SteerFW State of The Arts Panelist
2024 (In Progress) Panel Member for Fort Worth Public Art, Ray White Road Project
2023 Visit Fort Worth Panelist, TCU, Fort Worth, Texas
2023 Arts Fort Worth Annual Meeting Panelist
2019-2020 Panel Member for Fort Worth Public Art, Diamond Hill Project
2017- 2024 Panel Member, Exhibition Advisory Panel (EAP), Arts Fort Worth
NON-PROFIT WORK
2024 - Present Board member, EASL
2024 - Present Co- Director, Love Texas Art Foundation
2020 - 2021 Chairwoman, Board of Directors, Art Tooth
2017- 2020 Director of Community Outreach and Development, Art Tooth
PRESS
Click here to view press
4
2019 ”Family Reunion II: Collective Takeover”, Art Tooth at FWCAC, Fort Worth, Texas
2019 “Threads”, Art Tooth at Artes de la Rosa, Fort Worth, Texas
2019 “Good Things: Small Packages”, Artspace111, Fort Worth, Texas
2019 ”Object Permanence”, Art Tooth, Fort Worth Community Art Center, Fort Worth, Texas
2019 “Fort Worth Art Collective Group Show”, FWCAC, Fort Worth, Texas
2019 “Red”, Fort Worth Art Collective, Arlington Museum of Art, Arlington, Texas
2018 ”Family Reunion”, Art Tooth, FWCAC, Fort Worth, Texas
2018 ”This is America”, Art Tooth, Fort Worth, Texas
2018 “Vertical”, Fort Worth Art Collective, Fort Worth Community Art Center, Fort Worth, TX
2018 “The Faculty”, Art Tooth, Fort Worth, Texas
2018 “Take Us To Your Leader”, Art Tooth, FWCAC, Fort Worth, Texas
2018 “Pop 215”, Fort Worth Art Collective Pop Up Show, Arlington, Texas
2018 ”Head Of The Class”, Art Tooth at Art7, Fort Worth, Texas
2018 “The Big Show”, Fort Worth Art Collective, Artes de la Rosa Cultural Art Center
2017 “These Are My Friends” Fort Worth Art Collective/Art Tooth, Shipping & Receiving
2017 “More Than Black And White” Fort Worth Art Collective, Art 7 Gallery, Fort Worth, TX
2016 “The Way I See It: Real Life”, Art7, Fort Worth, Texas
2016 “Architectural Influence”, Art7, Fort Worth, Texas
2015 “The Fort Worth Art Collective at the BRIT”, Botanic Research Institute, Fort Worth, TX
2015 “I Am, You Are” , ART7 Community Gallery, Fort Worth, Texas
2015 ”Americana”, Art7, Fort Worth, Texas
2014 ”TAC: Small Works Show”, Art7, Fort Worth, Texas
AWARDS/ GRANTS
2025 Heart of Gold Award, Emerging Leader In The Arts, Arts Fort Worth
2022 “40 Under 40”, Fort Worth Business Press
JUROR
2024 In Vitro Moda, SiNaCa Studios, Fort Worth
2024 37th Main Street Arts Festival, Fort Worth, Texas
2022 22nd Annual FIne Art Show & Sale, Rockwall Art League
One Eleven Art Consulting | Fort Worth, Texas 5
Curatorial CV | Margery Gossett MARGERY GRELLA GOSSETT
Curator • Consultant • Gallery Director
One Eleven Art Consulting | Artspace111
111 Hampton Street, Fort Worth, Texas 76102
214-734-4587
artspace111.com • artspace111.com/consulting
Instagram: @oneelevenartconsulting
EDUCATION
2005 | Southern Methodist University
BFA in Studio Art Major: Drawing • Minors: Printmaking and Art History
2006 | Tufts University / School of the Museum of Fine Arts, Boston
Post Baccalaureate Certificate
Margery Gossett is a Fort Worth-based curator, consultant, and gallery director with over
17 years of experience shaping exhibitions and collections that reflect the creative identity
of Texas. As owner of Artspace111, she has led curatorial efforts across gallery
programming, private events, and large-scale public art. Margery co-founded One Eleven
Art Consulting to expand this vision into public and civic spaces, curating permanent and
temporary collections for airports, arenas, and municipalities. Her work centers on
connecting artists with audiences through storytelling, community engagement, and a
commitment to excellence in contemporary art.
PROFESSIONAL EXPERIENCE
Owner & Director, Artspace111 | Fort Worth, TX | 2007–Present
Lead curator and owner of Artspace111, a contemporary art gallery representing over 35
Texas-based artists. Direct curatorial vision, artist development, and exhibition
programming across three distinct but interconnected branches:
Gallery Branch | 2007 - present
●Developed Artspace111’s representation from 5 artist studios to 35+ Texas based
artists, mid career and established artist..
●Curated over 100+ exhibitions, including solo, group, and thematic shows with
leading Texas artists.
●Founded the Love Texas Art Foundation and the Texas Juried Exhibition, receiving
5,000+ annual entries and awarding over $90,000+ in awards to emerging artists.
●Developed emerging artist-focused programming, including the "Solo Solo" series.
One Eleven Art Consulting | Fort Worth, Texas 6
Curatorial CV | Margery Gossett
Events Branch
●Developed Artspace111 as a premier event venue, hosting weddings, corporate events,
and cultural gatherings that integrate fine art.
●Partnered with designers and stagers to curate interior collections for private clients.
Consulting Branch: One Eleven Art Consulting
●Co-founded a consulting firm specializing in public, corporate, and civic collections.
●Notable projects: Hughes House Senior Living, Fort Worth, Tx., Domain, Austin, Tx.
Panther Island Riverwalk, Fort Worth, Tx., DFW Club Lounge with Airport
Dimensions, Fort Worth, Tx., Dickies Arena Media Lounge collection Fort Worth,
Tx., Midlothian Public Safety Memorial.
●Full Service Collaboration with artists and clients from concept through installation,
prioritizing regional storytelling and visual impact.
POP-UP & ART FAIRS
●Santa Fe, NM | Seasonal Pop-Up | 2008
●Shops at Clearfork, Fort Worth | Retail Gallery | 2019
●Dallas Art Fair 2010 - 2013
●Sundance Square, Fort Worth | Temporary Exhibition Space | 2023
●Blue Hills, Round Top, TX | Temporary Gallery Space | 2025
CURATORIAL HIGHLIGHTS & PUBLICATIONS
●Over 15 years of experience curating impactful exhibitions and public art collections.
●10+ "Top Five Exhibitions in Texas" honors from Glasstire Magazine.
Including Ariel Davis, 2025. Layla Luna, 2024,. Tyler Casey, 2024
●Artspace111 named "Best Gallery" Fort Worth Weekly (2024) and Fort Worth
Magazine.
●“Here’s What to Expect from Fort Worth's Art Scene in the First Half of 2024” by
James Russell, Fort Worth Star Telegram, 2024.
●“I Want to be Famous by Kaima Akarue at Artspace111” on WFAA. June 2023.
●“Artspace111 Artist Janet Chaffee at Arts Ft. Worth” by J. Fuentes, Glasstire, 2023.
●“Inside Two Artist’ Ode to the West Texas Landscape.” by R. Lindley, Paper City,
2023
LEADERSHIP & MEMBERSHIPS
●Executive Advisory Panel, Fort Worth Community Arts Center | 2008–2012
●Founded the Love Texas Art Foundation | 2024
●Fort Worth Art Dealers Association (FWADA) | 2012–2025
○Treasurer | 2020–2022
○Secretary | 2022–2025
One Eleven Art Consulting | Fort Worth, Texas
References
One Eleven Art Consulting | Fort Worth, Texas 7
“It is our absolute pleasure and honor to recommend the services of One Eleven Art
Consulting. From the time we got in touch with One Eleven Art Consulting to the time they
delivered the artwork for the project we were nothing but impressed with their professionalism
and integrity. They were on top of their game when it came to art selections, placement &
knowledge.
Our team has thoroughly enjoyed working with them, and we are grateful for the positive
impact they & the art have made on our project. I have no reservations giving One Eleven Art
Consulting my highest recommendation. I am confident that you cannot go wrong by hiring
them for your project. ”
-Kristen Schoellhorn, Senior Manager Design &
Construction Airport Dimensions
kristen.schoellhorn@airportdimensions.com, 760 - 224 - 2915
References | Airport interior lounges & Luxury Shopping Center
“The team brings the highest level of professionalism, extensive knowledge, and guidance to
the project team, including turnkey installation services for both interior and exterior work.
They are incredibly adept at researching artist, styles and pieces that are time and again
present to ownership with the utmost respect and passion.”
- Tracy Boland, Senior Design Manager, Simon Properties
tboland@simon.com, 317-443-7598
One Eleven Art Consulting | Fort Worth, Texas 8
Reference | Shopping Center
“The collaboration exceeded our expectations and achieved our
goal to create a sense of discovery for patrons of The Shops at
Clearfork… Based on my experience it is without hesitation that I
highly recommend them for your consulting needs”
- Crawford Edwards, Cassco Development Company
Emily Dotson, emily@cassco.com, 817-731-7396 x 107
One Eleven Art Consulting | Fort Worth, Texas
Required Attachments
One Eleven Art Consulting | Fort Worth, Texas
Current Insurance Coverage
One Eleven Art Consulting | Fort Worth, Texas
Conflict of Interest Questionnaire
One Eleven Art Consulting | Fort Worth, Texas
Qualification Statement of Vendor
One Eleven Art Consulting | Fort Worth, Texas
One Eleven Art Consulting | Fort Worth, Texas
One Eleven Art Consulting | Fort Worth, Texas
One Eleven Art Consulting | Fort Worth, Texas
One Eleven Art Consulting | Fort Worth, Texas
Scope of work
One Eleven Art Consulting brings our expertise in:
●Theme and placement development based on owner/ client consultation
●Artwork lighting discussion
●Artist identification and artwork selection
●Communication with artists
●Organize artwork proposals for approval
●Negotiate contracts with artists and manage commissions and|or purchasing
●Supervise artist progress with frequent reports to the client
●Arrange artwork delivery from artists to location
●Manage independent installation contractor
●Provide a catalog of selected artwork including artist information
●Option to organize Art Call supported by a clear and actionable “how-to” guide for your
administrators
●Final client approval, and close out
$10,000 - $49,999 Consulting fee 30%
$50,000 - $99,999 Consulting fee 25%
$100,000 + Consulting fee 20%
For projects with a total budget of $10,000 - $49,999
Consulting fee of 30% of the entire art project budget. The retainer amount due to engage consultants
is $3,000. The retainer amount will be applied as a credit to the final consulting fee.
For projects with a total budget of $50,000 - $99,999
Consulting fee of 25% of the entire art project budget. The retainer amount due to engage consultants
is $12,500. The retainer amount will be applied as a credit to the final consulting fee.
For projects with a total budget of $100,000+
Consulting fee of 20% of the entire art project budget. The retainer amount due to engage consultants
is $20,000. The retainer amount will be applied as a credit to final consulting fee.
9
Fee Structure
One Eleven Art Consulting | Fort Worth, Texas
Portfolio of previous work
One Eleven Art Consulting | Fort Worth, Texas 10
The Shops At Clearfork Collection
One Eleven Consulting work closely with Simon Properties and the Cassco Development Co. on their
50 acre mixed use development to create a walkable and accessible art collection including, including
six outdoor and a collection of paintings and prints for their interior lobbies.
Windmill, 2015 Tom Fruin, Steal, Plexi, Windmill, 40’, $275,000
Avocado Halves, 2010, J.C. PaceIII,, Bronze, 4’ x 3’ x 20”, $60,000
Sweet Carrot, 2016, Christy & Brad Oldham, Bronze, 34” x 11’9” x 26”, $50,000
Migrating Cranes, 2017, Kevin Box, Painted Case Aluminum, 5” - 17”, $75,000
Symmetry in Nature, 2016, Barbara Dybala, Fiberglass and Glass, 12”, 14”, 46”, $12,000
Raising Cranes, 2014, Kevin Box, Painted Case Aluminum, 96 x 72”, $28,000
Great Potential, 2016, Christy & Brad Oldham, Bronze, 20” x 24” x 18”, $21,000
Nest, 2014, David Hickman, Weathered Steel and Hammered Copper, 96 x 72”, $26,000
Project Budget | $547,000
Completed | 2016
The Shops at Clearfork | 5188 Monahans Ave, Fort Worth, TX 76109
Windmill, 2015, Tom Fruin
PLACE MARKER
The clients requested a place marker, “let’s meet
at the…” this resulted in the engagement of the
iconic artists Tom Fruin who’s pelixie glass
water tower can be seen from the Brooklyn
bridge and is featured in countess ads and
television shows. In reviewing the project with
the artists and client we were able to tie it to the
land nby commissioning Furin to create a one of
a kind plexiglass windmill to reference the
Edwards Family Ranch’s rich history in Fort
Worth, Tx. Windmill is the 7th piece in his
internationally acclaimed ICON series
One Eleven Art Consulting | Fort Worth, Texas 11
Panther Island Riverwalk Mural | Portal de Agua
Portal de Agua, 2024, Lys Santamaria, Mosaic Tile, Mirror, Wood Panel, 26’ x 10’
Project Budget | $86,000
Completed | 2024
Panther Island Riverwalk Canal, 447 N Main Street , Fort Worth, Texas 76164
One Eleven Art Consulting | Trinity Collaborative |Tarrant Regional Water District
“Portal de Agua” is a temporary, public-facing mosaic mural and the first public artwork
located along the Panther Island Riverwalk Canal. One Eleven Art Consulting selected a panel
of arts professionals to review and vote on a curated shortlist of artists for the project. Lys
Santamaria was selected to create Portal de Agua, a design intended to inspire magic and
wonder within the Panther Island community.
At the heart of the mural is a circular “portal” crafted entirely from mosaic mirror tiles. From a
distance, reflections of the canal’s water dance on the mirror, creating the illusion that the water
extends endlessly—symbolizing the vital connection between water and all living beings.
Every element, color, and shape in the design serves as an abstract tribute to the natural
environment, cultural diversity, and rich history of the Panther Island area.
One Eleven Art Consulting | Fort Worth, Texas 12
Dickies Arena , Fort Worth | Media Lounge
Riding into the Midnight, 2025 Marshall Harris, Lenticular Print, 48 x 49” $7,750
Paz y Renacimiento, 2025 Erik Gomez, Mixed Media on Panel, 36 x 24” $1,100
Song Writer Souvenir, 2025, Dolan Geiman, Collage Sculpture, 43 x 14” $3,000
Broken Strings, 2024, Caya Crum, Acrylic on Canvas, 136 x 24” $1,150
Midnight Song, 2025, Dolan Geiman, Collage, 30 x 24” $3,600
Project Budget | $24,000
Completed | 2025
Dickies Area | 1911 Montgomery St, Fort Worth, Tx 76107
The collection in the Media Lounge at Dickies Arena was curated in close collaboration with Matt
Homan and Bill Shaw, with a shared vision of creating an atmosphere that honors the vibrant energy
of Fort Worth and the diversity of talent that passes through the arena. The lounge serves as an
intersection where backstage crew, media professionals, and headlining performers all converge. It is a
space of connection, creativity, and shared experience and the art reflects that.
Each selected work speaks to the layered cultural landscape of Fort Worth and the wide-ranging music
and events hosted by the arena. Together, these pieces create a visual rhythm that mirrors the heartbeat
of the arena; diverse, electric, and deeply rooted in the identity of Fort Worth. This collection is both a
tribute and a conversation, an invitation for every visitor to experience the depth and creativity of the
LOCAL art community.
One Eleven Art Consulting set out to bring local art into this
unique space, not as decoration, but as an active presence that
contributes to the atmosphere. The result is a curated collection
that feels authentic, unexpected, and unmistakably Fort Worth.
One Eleven Art Consulting | Fort Worth, Texas 13
The Club Lounges | Airport Dimensions
At One Eleven Art Consulting, we believe that meaningful art begins with a sense of place.
While we are deeply rooted in our LOCAL community, we are equally committed to
supporting LOCAL artists in every city where our projects take shape. Whether in DFW,
Atlanta, Chicago Midway, or Grand Rapids, our approach centers on celebrating regional
talent and ensuring that each installation reflects the character and culture of its surroundings.
For each airport lounge, we conducted a thoughtful and thorough curatorial process to identify
artists whose work captures the essence of the city. The result is a collection that resonates
with travelers and locals alike; a personalized experience that feels both welcoming and
authentic. Our goal is to create spaces that are visually compelling and rooted in the
communities they represent, aligning with our broader mission: to connect people to art that is
LOCAL, approachable, and unforgettable.
Atlanta, GA
Chicago Midway, IL
DFW, TX
Project Budget | $25,000 (each)
Completed | 2024 - 2025
DFW, TX
Atlanta, GA
Chicago Midway, IL
Grand Rapid, MI
One Eleven Art Consulting | Fort Worth, Texas 14
Midlothian Public Safety + Courts Building
Untitled (Public Service Memorial), 2025, Gordon Huether
Project Budget | $300,000
In Progress
1150 N US Hwy 67 Ste 300,
Midlothian TX 76065
In collaboration with the City of Midlothian and Architects Hoefer Welker, we had the honor
of curating a memorial that pays lasting tribute to the dedication and sacrifice of the city’s
police, fire, and public service personnel. This project was guided by a deep respect for those
who serve the community and a desire to create a meaningful work of public art that reflects
the city’s values.
After a thoughtful selection process, we partnered with nationally renowned artist Gordon
Huether, known for his powerful and site-specific public art installations. Huether is creating a
five-pillar sculptural work that stands as both a visual landmark and a symbolic expression of
the principles that guide the City of Midlothian. Each pillar will represent one of the five core
values that define the city’s identity and leadership, forming a unified tribute to the strength,
integrity, and commitment of its service members.
This memorial is more than a work of art — it is a space for reflection, gratitude, and
connection. By commissioning an artist whose practice is rooted in community storytelling
and material excellence, the City of Midlothian ensures that this piece will speak to future
generations about the spirit of service and the ideals that shape a strong and resilient
community.
One Eleven Art Consulting | Fort Worth, Texas
Thank you for the opportunity to showcase our
passion for art and its impact. Our dedicated
team is enthusiastic about collaborating with you
to highlight your building through the
transformative power of art. We look forward to
creating a vibrant and inspiring environment
together.
-Ariel Davis and Margery Gossett
15
Margery Gossett & Ariel Davis
111 Hampton Street
Fort Worth, Texas 76102
artconsulting@artspace111.com
214 - 734 - 4587
www.artspace111.com/consulting/
REQUEST FOR PROPOSALS
For
ART CONSULTANT
DUE VIA IONWAVE:
June 9, 2025 prior to 5:00 PM CST
LATE SUBMITTALS WILL NOT BE ACCEPTED
FOR ADDITIONAL INFORMATION CONCERNING THIS RFP PLEASE CONTACT:
PROJECT ADVOCATES
ALMA ZAMORA
3833 RIDGETOP LANE
PLANO, TX
ALMA@PROJECT-ADVOCATES.COM
214.924.8105
Call for Art Consultant Proposals
The Anna Community Library is currently under construction with a scheduled opening of Fall
2025. As the first public building, the City of Anna would like to include relevant art in the
building. Therefore, we’re seeking proposals from Art Consultants that will lead the effort to
procure art from both local and regional artists.
Public Art Installation will be installed in the Anna Community Library located at 111 W 5th Street
in Anna, Texas.
Schedule:
Art Consultant RFP Issue Date: 5/20/2025
Non-mandatory onsite pre-bid meeting 6/3/2025 at 10:00am
Art Consultant RFP Due Date: 6/9/2025 5:00PM
Art Consultant Interviews (if needed): TBD
Art Consultant Selection: 6/10 or 6/24 (City Council Meeting/Approval)
Art Consultant Kickoff: Approximately 1 week after selection
Library Opening Date/Deliverable: October 2025
Purpose/Scope:
As the first public building in the City of Anna, the goal of the Anna Community Library has been
to incorporate and reflect the needs of the growing community. The ACL will act as a gathering
space for neighbors prioritizing a family focused environment, community inclusiveness for all
ages, and nurturing lifelong learners.
Images of the library, floor plans, and relevant elevations have been included for reference. We
have currently identified 21 areas where art could be installed. However, final areas will be
determined by both the Owner and the selected Art Consultant.
The city is seeking an Art Consultant who will outline the process of procuring art then manage
the procurement and installation process.
The Art Consultant scope of work includes but is not limited to:
- Outline the process of procuring art for the Anna Community Library
o The city is open to a permanent or rotating collection
- Outline the process for ongoing public calls for submissions that the city could manage
after the initial installation
- Define the proper art genre categories
- Outline and arrange the selection process such as juried selection, open calls, award
system, permanent collection, rotating collection, sale, etc
- Determine the schedule of procurement
- Identify the submission steps
- Identify suggested awards and award amounts
- Identify the logistics of procurement including theme concept, title, graphics
- Coordinate and manage call for artists
- Coordinate and manage submissions
- Identify and coordinate the selection process
- Coordinate local artists invitations
- Coordinate installation including secure mounting
- Coordinate Exhibit Opening
Selection Process:
Submissions will be reviewed and evaluated by a selection committee. The evaluation team will
select the best value submission for this project.
The City of Anna reserves the right to reject any and/or all proposals as it shall deem to be in
the best interest of the City.
Evaluation Criteria:
The committee will select the consultant based on the following criteria
· 50 points Previous experience
· 15 points Proven ability to work with organizations on similar projects
· 15 points Demonstrated ability to meet project deadlines, and to produce work in a
timely and professional manner;
· 15 points Quality and completeness of the submission
· 5 points Fee
Submission Instructions and Content
Mandatory Requirements:
· Firms must submit a “digital” response via Ionwave
o (1) PDF digital copy
· Firms much include required documents noted herein
A. General Instructions
Responses and any other information submitted in response to this RFP shall become
the property of the City. Submission of a response provides permission for the City to
make inquiries concerning the respondent, its officers, and others employed by the
prospective Firms.
Any proprietary information that the Firm does not want disclosed to the public shall be
so identified by the Firm on each page in which it is found. Only individual firms or formal
joint ventures or partnerships with history in providing the services may apply. Two firms
may not apply jointly unless they have formed a legal entity. (This does not preclude a
Vendor from having consultants.)
Late submittals will be discarded. Late submittals will not be considered under any
circumstances. Responses which are qualified with conditional clauses, or alterations, or
items not called for in the RFP documents, or irregularities of any kind, are subject to
review by the City. The City reserves the right to final determination of acceptability,
and/or to waive any irregularity or informality in a Response.
B. Format
a. Page Size
Submittals must be typed on letter-size (8-1/2” x 11”) paper with a minimum 11
pt. font. Number each page consecutively, including letters of interest,
brochures, licenses, resumes and supplemental information. Submit digitally in
one PDF format file.
b. Submittal Length
Limit submittals to 15 pages. Covers, table of contents, transmittal letter, divider
tabs and Tab 4 - “City Required Attachments” will not count towards the
maximum sheet count, provided no additional information is included on those
pages. Any submittals exceeding the page limit may be disqualified.
c. Pagination
All pages of the submittal should be numbered sequentially in numerals (1, 2, 3,
etc.). Attachments should be numbered or referenced separately.
C. Content
A. Cover & Letter of Interest (do not count towards pages)
a. Outside cover should be titled "RFP for Art Consultant for the City of Anna
Community Library”
b. Letter should contain:
i. A short introduction
ii. List Firm’s name (Note if the Firm intends to joint venture or subcontract,
the transmittal letter shall indicate so.)
iii. A statement granting Project Advocates, the City and its representatives’
authorization to contact any previous client of the Vendor (or a Vendor’s
Team Member) for purposes of ascertaining an independent evaluation of
the Vendor’s or a Vendor’s Team member’s performance.
iv. This letter must have the signature of an officer or principal responding
firm.
v. Statement that the artist and/or artist’s team meet the baseline eligibility
requirements above;
B. Description of most relevant comparable project experience;
C. Description of your interest in working on this specific project.
D. Current Resume. If submitting as a team, a current resume for each team member
should be provided. Must include contact Information (name, address, phone, email,
website if applicable).
E. Three Professional References. The submission must include a list of three
professional references, with the current phone numbers and e-mail addresses for
each reference.
F. Required Attachments
a. Attachment A - Vendor to provide CURRENT INSURANCE COVERAGE as part
of the RFP submission for city review and consideration. The City of Anna may or
may not request additional insurance coverage from the selected vendor.
b. Attachment B – Conflict of Interest Questionnaire
c. Attachment C – Vendor Qualification Statement
G. FEE:
a. Provide the fee and fee structure for your services including scope of work
H. Photographs of installations or examples of previous work
Attachments:
a) Attachment A – Not needed
b) Attachment B – Conflict of Interest Questionnaire
c) Attachment C – Vendor Qualification Statement
d) Attachment D – Sample Professional Services Agreement
e) Attachment E – Anna Community Library Images for reference
Attachment A – Insurance Requirements
(Vendor to provide CURRENT INSURANCE COVERAGE as part of the RFP submission for city
review and consideration. The City of Anna may nor may not request additional insurance
coverage from the selected vendor)
Attachment B – CONFLICT OF INTEREST
QUESTIONNAIRE
Attachment C – Vendor Qualification Statement
QUALIFICATION STATEMENT OF VENDOR
SUBMITTED TO: City of Anna
Reviewed by: __________________________________________________________
Date Received: _________________________________________________________
Vendor: ________________________________________________________
CIRCLE ONE: Sole Proprietor Partnership Corporation Joint Venture
NAME: _________________________ PARTNER: ______________________
ADDRESS: _____________________ ADDRESS: ______________________
CITY: __________________________ CITY: ___________________________
PHONE: ________________________ PHONE: ________________________
PRINCIPAL PLACE OF BUSINESS: PRINCIPAL PLACE OF BUSINESS:
______________________________ ________________________________
COUNTY STATE COUNTY STATE
IF THE VENDOR IS A CORPORATION, FILL OUT THE FOLLOWING:
STATE OF INCORPORATION: ____________________________________________
LOCATION OF PRINCIPAL OFFICE: _______________________________________
CONTACT PERSONS AT OFFICE: _________________________________________
PERSON EXECUTING CONTRACTS ON BEHALF OF CORPORATION:
NAME: _______________________ ADDRESS: ______________________
TITLE: _______________________ ________________________________
CITY STATE ZIP
PHONE: ______________________
NAMES OF OFFICERS: (IF APPLICABLE) ___________________________________
______________________________________________________________________
LIST NUMBER OF EMPLOYEES WORKING FOR VENDOR: _______________
NUMBER OF YEARS IN BUSINESS AS A CONSULTANT ON PROJECTS SIMILAR TO THIS PROJECT:
_____________________________________________
TYPE(S) OF WORK DONE: _________________________________________________
______________________________________________________________________
Public Facilities (list types): ________________________________________________
_______________________________________________________________________
Other: _________________________________________________________________
COMMENTS: __________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
LIST RECENTLY COMPLETED PROJECTS OF THE TYPE OF WORK QUALIFYING FOR OR SIMILAR WORK, PLUS
THE FOLLOWING INFORMATION FOR EACH PROJECT:
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
YEAR BUILT: ______________ CONTRACT PRICE: __________________________
CONTACT PERSON: _______________________ PHONE: ___________________
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
YEAR BUILT: ______________ CONTRACT PRICE: _________________________
CONTACT PERSON: _______________________ PHONE: ___________________
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
YEAR BUILT: ______________ CONTRACT PRICE: _________________________
CONTACT PERSON: _______________________ PHONE: ___________________
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
YEAR BUILT: ______________ CONTRACT PRICE: _________________________
CONTACT PERSON: _______________________ PHONE: ___________________
(USE ATTACHMENTS IF NECESSARY)
LIST INCOMPLETE PROJECTS, PLUS THE FOLLOWING INFORMATION FOR EACH PROJECT LISTED:
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
PERCENT COMPLETE: _______ CONTRACT PRICE: _________________________
CONTACT PERSON: _______________________ PHONE: ___________________
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
PERCENT COMPLETE: _______ CONTRACT PRICE: _________________________
CONTACT PERSON: _______________________ PHONE: ___________________
PROJECT: ____________________________________________________________
OWNER/ENGINEER: ____________________________________________________
PERCENT COMPLETE: _______CONTRACT PRICE: __________________________
CONTACT PERSON: _______________________ PHONE: ___________________
PROJECT: ____________________________________________________________
OWNER: ____________________________________________________
PERCENT COMPLETE: _______CONTRACT PRICE: __________________________
CONTACT PERSON: _______________________ PHONE: ___________________
(USE ATTACHMENTS IF NECESSARY)
IF COMPANY IS UNDER NEW MANAGEMENT, PLEASE LIST NAMES OF STAFF AND QUALIFICATION AND/OR
EXPERIENCE OF SAID PERSONS. (PLEASE USE ATTACHMENT.)
HAVE YOU OR ANY PRESENT PARTNER(S) OR OFFICER(S) FAILED TO COMPLETE A CONTRACT? ______
IF SO, NAME OF OWNER:
______________________________________________________________________
CONTACT PERSON: __________________________ PHONE: __________________
ARE THERE ANY UNSATISFIED DEMANDS UPON YOU AS TO YOUR ACCOUNTS PAYABLE? ___________
IF SO, GIVE NAMES, AMOUNTS, AND EXPLANATIONS:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
BANK REFERENCE: Bank: __________________________________________________
Address: _______________________________________________
City: ________________ State: _____ Zip: ____________
Contact Person: ___________________________________
Phone: __________________________________________
MUNICIPALITY REFERENCE: City: ________________________________________
Contact Person: ___________________________ Position: ___________________
Address: _________________________________ Phone: ____________________
OTHER CREDIT REFERENCES:
Name: __________________________ Name: __________________________
Address: ________________________ Address: ________________________
_______________________________ ________________________________
Phone: _________________________ Phone: __________________________
In compliance with Invitation to Bid for above mentioned types of projects, the undersigned is submitting
the information as required with the understanding that the purpose is only to assist in determining the
qualifications for this organization to perform the type and magnitude of work designated, and further,
guarantee the truth and accuracy of all statements made, and will accept your determination of
qualifications without prejudice. The surety herein named, any other bonding company, bank, sub-
contractor, supplier, or any other person(s), firm(s) or corporations with whom I (we) have done business,
or who have extended any credit to me (us) are hereby authorized to furnish you with any information
you may request concerning performance on previous work and my (our) credit standing with any of
them; and I (we) hereby release any and all such parties from any legal responsibility whatsoever on
account of having furnished such information to you.
Signed: _________________________ Title: ___________________________
Company: _______________________ Date: ___________________________
Attachment D – Sample Professional Services
Agreement
(Provided for example purposes only, and to show City standard contractual language.
Actual Project Specific Agreements will be more specific to the type and scope of
project)
PROFESSIONAL SERVICES AGREEMENT
FOR PROJECT MANAGEMENT SERVICES
STATE OF TEXAS §
§
COUNTY OF COLLIN §
THIS AGREEMENT is made and entered into as of the xxth day of XXX, by and
between the City of Anna, Texas, a Texas municipal corporation, with its principal office
at 111 North Powell Parkway, Anna, Collin County, Texas 75409, hereinafter called
“OWNER” and TBD. with its regional office at TBD, hereinafter called “CONSULTANT,”
acting herein, by and through their duly authorized representatives.
WITNESSETH, that in consideration of the covenants and agreements herein
contained, the parties hereto do mutually agree as follows:
ARTICLE 1
EMPLOYMENT OF CONSULTANT
OWNER hereby contracts with CONSULTANT, as an independent contractor, and
CONSULTANT hereby agrees to perform the services herein in connection with the
Project as stated in the sections to follow, with diligence and in accordance with the
professional standards customarily obtained for such services in the State of Texas. The
professional services set out herein are in connection with the following described project:
The Project shall include, without limitation, the general services traditionally
performed by a municipally retained or employed project manager including without
limitation the services described under Article 2.A. of this Agreement
ARTICLE 2
SCOPE OF SERVICES
CONSULTANT shall perform the following services in a professional manner:
A. CONSULTANT shall perform all those services as necessary and as described
under “Scope of Services” as set forth under CONSULTANTS PROPOSAL, which
is attached hereto and made a part hereof as Exhibit “A” as if written word for word
herein and in addition:
1. TBD
B. CONSULTANT shall perform appropriate services set forth in individual task
orders which shall be governed by the terms of this Agreement.
C. If there is any conflict between the terms of this Agreement and the exhibits
attached to this Agreement or any task orders, the terms and conditions of this
Agreement will control over the terms and conditions of the attached exhibits or
task orders.
ARTICLE 3
ADDITIONAL SERVICES
Additional services to be performed by CONSULTANT, if authorized by OWNER,
whether included in the above-described Scope of Services, are described as follows:
A. Transitional Services
B. Commissioning and LEED Management
C. Assisting OWNER or contractor in the defense or prosecution of litigation in
connection with or in addition to those services contemplated by this Agreement.
Such services, if any, shall be furnished by CONSULTANT on a fee basis
negotiated by the respective parties outside of and in addition to this Agreement.
ARTICLE 4
PERIOD OF SERVICE
This Agreement shall become effective upon execution of this Agreement by
OWNER and CONSULTANT and upon issue of a notice to proceed by OWNER, and shall
remain in force for the period which may reasonably be required for the completion of the
Project, including Additional Services, if any, and any required extensions approved by
OWNER. This Agreement may be sooner terminated in accordance with the provisions
hereof. Time is of the essence in this Agreement. CONSULTANT shall make all
reasonable efforts to complete the services set forth herein as expeditiously as possible
and to meet the schedule(s) established by OWNER, acting through its City Manager or
his designee.
ARTICLE 5
COMPENSATION
A. COMPENSATION TERMS:
1. “Subcontract Expense” is defined as expenses incurred by CONSULTANT
in employment of others in outside firms for services in the nature of,
geotechnical evaluations, traffic engineering and other necessary support
labor incident to the work required under the Scope of Services and
Additional Services. (not relevant to this scope of work)
2. “Direct Non-Labor Expense” is defined as that expense for any OWNER-
authorized assignment incurred by CONSULTANT for supplies,
transportation and equipment, travel, communications, subsistence, and
lodging away from home, and similar incidental expenses in connection with
that assignment.
B. BILLING AND PAYMENT: For and in consideration of the professional services
to be performed by CONSULTANT herein, OWNER agrees to pay, based on a
invoiced monthly fee, for the overall duration of the project.
It is specifically understood and agreed that CONSULTANT shall not be authorized
to undertake any work pursuant to this Agreement which would require additional
payments by OWNER for any charge, expense, or reimbursement above any
maximum not-to-exceed fee as stated within any specified task order, without first
having obtained written authorization from OWNER. CONSULTANT shall not
proceed to perform any services without obtaining prior written authorization from
the City Manager or his designee.
C. ADDITIONAL SERVICES: For additional services authorized in writing by
OWNER in Article 3, CONSULTANT shall be paid based on the Schedule of , per
the Add Service Amendment signed by both parties. Payments for additional
services shall be due and payable upon submission by CONSULTANT.
Statements shall not be submitted more frequently than monthly.
D. PAYMENT: If OWNER fails to make payments due CONSULTANT for services
and expenses within 60 days after receipt of CONSULTANT’s undisputed
statement thereof, the amounts due CONSULTANT will be increased by the rate
of one percent (1%) per month from the said 60th day, and, in addition,
CONSULTANT may, after giving seven days’ written notice to OWNER, suspend
services under this Agreement until CONSULTANT has been paid in full all
amounts due for services, expenses, and charges, provided, however, nothing
herein shall require OWNER to pay the late charge of one percent (1%) set forth
herein if OWNER reasonably determines that the work is unsatisfactory, in
accordance with this Article 5, “Compensation.”
ARTICLE 6
OBSERVATION AND REVIEW OF THE WORK
CONSULTANT will exercise reasonable care and due diligence in discovering and
promptly reporting to OWNER any defects or deficiencies in the work of CONSULTANT
or any subcontractors or subconsultants.
ARTICLE 7
OWNERSHIP OF DOCUMENTS
All documents prepared or furnished by CONSULTANT (and CONSULTANT’s
subcontractors or subconsultants) pursuant to this Agreement are instruments of service,
and shall become the property of OWNER upon the termination of this Agreement.
CONSULTANT is entitled to retain copies of all such documents. The documents
prepared and furnished by CONSULTANT are intended only to be applicable to this
Project, and OWNER’s use of these documents in other projects shall be at OWNER’s
sole risk and expense. In the event OWNER uses any of the information or materials
developed pursuant to this Agreement in another project or for other purposes than
specified herein and by CONSULTANT at the time such information and materials are
delivered, CONSULTANT is released from any and all liability relating to such use in that
project.
ARTICLE 8
INDEPENDENT CONTRACTOR
CONSULTANT shall provide services to OWNER as an independent contractor,
not as an employee of the OWNER. CONSULTANT shall not have or claim any right
arising from employee status. OWNER shall not control the means, methods, sequences,
procedures, or techniques utilized by CONSULTANT to perform work or services under
this Agreement or any associated task order.
ARTICLE 9
AUDITS AND INSPECTION
OWNER shall have the right to audit and make copies of the books, records and
computations pertaining to this agreement. CONSULTANT shall retain such books,
records, documents and other evidence pertaining to this agreement during the contract
period and five years thereafter, except if an audit is in progress or audit findings are yet
unresolved, in which case records shall be kept until all audit tasks are completed and
resolved. These books, records, documents and other evidence shall be available, within
10 business days of written request. Further, CONSULTANT shall also require all
Subcontractors, material suppliers, and other payees to retain all books, records,
documents and other evidence pertaining to this agreement, and to allow OWNER similar
access to those documents. All books and records will be made available within a 50
mile radius of the City of Anna. The cost of the audit will be borne by OWNER unless the
audit reveals an overpayment of 1% or greater. If an overpayment of 1% or greater
occurs, the reasonable cost of the audit, including any travel costs, must be borne by
CONSULTANT which must be payable within five business days of receipt of an invoice.
Failure to comply with the provisions of this section shall be a material breach of
this contract and shall constitute, in OWNER’s sole discretion, grounds for termination
thereof. Each of the terms "books", "records", "documents" and "other evidence", as used
above, shall be construed to include drafts and electronic files, even if such drafts or
electronic files are subsequently used to generate or prepare a final printed document.
ARTICLE 10
INDEMNITY AGREEMENT
CONSULTANT shall indemnify, save and hold harmless OWNER and its officers,
agents, and employees from and against any and all liability, claims, demands, damages,
losses, and expenses, including, but not limited to court costs and reasonable attorney
fees incurred by the OWNER, that is caused by or results from an act of negligence,
intentional tort, intellectual property infringement, or failure to pay a subcontractor or
supplier committed by the CONSULTANT or the CONSULTANT’S agent, another
consultant under contract, or another entity over which the CONSULTANT exercises
control.
Nothing in this Agreement shall be construed to create a liability to any person who
is not a party to this Agreement, and nothing herein shall waive any of the parties’
defenses, both at law or equity, to any claim, cause of action, or litigation filed by anyone
not a party to this Agreement, including the defense of governmental immunity, which
defenses are hereby expressly reserved.
ARTICLE 11
INSURANCE
The City of Anna understands that an art consultant may not have the typical
Insurance coverage required for larger scope projects. Therefore, the City of Anna is
willing to review the consultants current coverage and determine if it is deemed sufficient.
Therefore, proposal submissions are to include current valid insurance certificates for
review. Current insurance limits will not be a consideration in the selection process.
During the performance of the services under this Agreement, CONSULTANT
shall maintain the following insurance with an insurance company licensed to do business
in the State of Texas by the State Insurance Commission or any successor agency that
has a rating with Best Rate Carriers of at least an A- or above:
A. Comprehensive General Liability Insurance with bodily injury limits of not less than
$500,000 for each occurrence and not less than $500,000 in the aggregate, and
with property damage limits of not less than $100,000 for each occurrence and not
less than $100,000 in the aggregate.
B. Automobile Liability Insurance with bodily injury limits of not less than $500,000 for
each person and not less than $500,000 for each accident, and with property
damage limits of not less than $100,000 for each accident.
C. Worker’s Compensation Insurance in accordance with statutory requirements, and
Employers’ Liability Insurance with limits of not less than $100,000 for each
accident.
D. Professional Liability Insurance with limits of not less than $1,000,000 annual
aggregate.
E. CONSULTANT shall furnish insurance certificates or insurance policies at
OWNER’s request to evidence such coverages. Except for workers compensation
and professional liability, the insurance policies shall name OWNER as an
additional insured, and shall contain a provision that such insurance shall not be
canceled or reducted with respect to by coverages or endorsements without 30
days’ prior written notice to OWNER and CONSULTANT. In such event,
CONSULTANT shall, prior to the effective date of the change or cancellation, serve
substitute policies furnishing the same coverage.
ARTICLE 12
TERMINATION OF AGREEMENT
A. Notwithstanding any other provision of this Agreement, either party may terminate
by giving 30 days’ advance written notice to the other party.
B. If the Agreement is terminated prior to completion of the services to be provided
hereunder, CONSULTANT shall immediately cease all services and shall render a
final bill for services to OWNER within 30 days after the date of termination.
OWNER shall pay CONSULTANT for all services properly rendered and
satisfactorily performed and for reimbursable expenses to termination incurred
prior to the date of termination, in accordance with Article 5 “Compensation.”
Should OWNER subsequently contract with a new consultant for the continuation
of services on the Project, CONSULTANT shall cooperate in providing information.
CONSULTANT shall turn over all documents prepared or furnished by
CONSULTANT pursuant to this Agreement to OWNER on or before the date of
termination, but may maintain copies of such documents for its use.
ARTICLE 13
RESPONSIBILITY FOR CLAIMS AND LIABILITIES
Approval by the OWNER shall not constitute, nor be deemed a release of the
responsibility and liability of CONSULTANT, its employees, associates, agents,
subcontractors, and subconsultants for the accuracy and competency of their work; nor
shall such approval be deemed to be an assumption of such responsibility by OWNER
for any defect in other work prepared by CONSULTANT, its employees, subcontractors,
agents, and consultants.
ARTICLE 14
NOTICES
All notices, communications, and reports required or permitted under this
Agreement shall be personally delivered or mailed to the respective parties by depositing
same in the United States mail to the address shown below, certified mail, return receipt
requested, unless otherwise specified herein. Mailed notices shall be deemed
communicated as of three days after mailing:
To CONSULTANT: To OWNER:
TBD Ryan Henderson
TBD City Manager
TBD City of Anna
TBD 111 North Powell Parkway
TBD P.O. Box 776
Anna, Texas 75409
All notices shall be deemed effective upon receipt by the party to whom such notice
is given, or within three days after mailing.
ARTICLE 15
ENTIRE AGREEMENT
This Agreement constitutes the complete and final expression of the agreement of
the parties, and is intended as a complete and exclusive statement of the terms of their
agreements, and supersedes all prior or contemporaneous offers, promises,
representations, negotiations, discussions, communications, and agreements which may
have been made in connection with the subject matter hereof.
ARTICLE 16
SEVERABILITY
If any provision of this Agreement is found or deemed by a court of competent
jurisdiction to be invalid or unenforceable, it shall be considered severable from the
remainder of this Agreement and shall not cause the remainder to be invalid or
unenforceable. In such event, the parties shall reform this Agreement to replace such
stricken provision with a valid and enforceable provision which comes as close as
possible to expressing the intention of the stricken provision.
ARTICLE 17
COMPLIANCE WITH LAWS
CONSULTANT shall comply with all federal, state, and local laws, rules,
regulations, and ordinances applicable to the work covered hereunder as they may now
read or hereinafter be amended.
ARTICLE 18
DISCRIMINATION PROHIBITED
In performing the services required hereunder, the CONSULTANT shall not
discriminate against any person on the basis of race, color, religion, sex, national origin
or ancestry, age, or physical handicap.
ARTICLE 19
PERSONNEL
A. CONSULTANT represents that it has or will secure, at its own expense, all
personnel required to perform all the services required under this Agreement.
Such personnel shall not be employees or officers of, or have any contractual
relations with OWNER. CONSULTANT shall inform OWNER of any conflict of
interest or potential conflict of interest that may arise during the term of this
Agreement.
B. All services required hereunder will be performed by CONSULTANT or under its
supervision. All personnel engaged in work shall be qualified, and shall be
authorized and permitted under state and local laws to perform such services.
ARTICLE 20
ASSIGNABILITY
CONSULTANT shall not assign any interest in this Agreement, and shall not
transfer any interest in this Agreement (whether by assignment, novation, or otherwise)
without the prior written consent of OWNER.
ARTICLE 21
MODIFICATION
No waiver or modification of this Agreement or of any covenant, condition, or
limitation herein contained shall be valid unless in writing and duly executed by the party
to be charged therewith, and no evidence of any waiver or modification shall be offered
or received in evidence in any proceeding arising between the parties hereto out of or
affecting this Agreement, or the rights or obligations of the parties hereunder, and unless
such waiver or modification is in writing and duly executed; and the parties further agree
that the provisions of this section will not be waived unless as set forth herein.
ARTICLE 22
MISCELLANEOUS
A. The following exhibits are attached to and made a part of this Agreement:
Exhibit A – Proposal of Services
B. CONSULTANT agrees that OWNER shall, until the expiration of four years after
the final payment under this Agreement, have access to and the right to examine
any directly pertinent books, documents, papers, and records of CONSULTANT
involving transactions relating to this Agreement. CONSULTANT agrees that
OWNER shall have access during normal working hours to all necessary
CONSULTANT facilities and shall be provided adequate and appropriate working
space in order to conduct audits in compliance with this section. OWNER shall
give CONSULTANT reasonable advance notice of intended audits.
C. Venue of any suit or cause of action under this Agreement shall lie exclusively in
Collin County, Texas. This Agreement shall be construed in accordance with the
laws of the State of Texas.
D. For the purpose of this Agreement, the key persons who will perform most of the
work hereunder shall be tbd. However, nothing herein shall limit CONSULTANT
from using other qualified and competent members of its firm to perform the
services required herein.
E. CONSULTANT shall commence, carry on, and complete any and all projects with
all applicable dispatch, in a sound, economical, and efficient manner and in
accordance with the provisions hereof. In accomplishing the projects,
CONSULTANT shall take such steps as are appropriate to ensure that the work
involved is properly coordinated with related work being carried on by OWNER.
F. OWNER shall assist CONSULTANT by placing at CONSULTANT’s disposal all
available information pertinent to the Project, including previous reports, any other
data relative to the Project, and arranging for the access thereto, and make all
provisions for CONSULTANT to enter in or upon public and private property as
required for CONSULTANT to perform services under this Agreement. Additional
information to be provided by the City is set forth in Exhibit “D” as if written word
for word herein.
G. CONSULTANT shall at all times maintain OWNER’S confidential or proprietary
information in confidence and shall disclose same to third parties only as
specifically instructed by OWNER. Any disclosure of privileged or confidential
information by OWNER to CONSULTANT is in furtherance of OWNER’s purposes
and is not intended to and does not waive any privileges that may exist with regard
to such information.
H. The captions of this Agreement are for informational purposes only, and shall not
in any way affect the substantive terms or conditions of this Agreement.
IN WITNESS HEREOF, the City of Anna, Texas has caused this Agreement to be
executed by its duly authorized City Manager, and CONSULTANT has executed this
Agreement through its duly authorized undersigned officer on this the 10th day of May
2022
CITY OF ANNA, TEXAS
__________________________________
Ryan Henderson,
CITY MANAGER
ATTEST:
Carrie Land, CITY SECRETARY
__________________________________
__________________________________
TBD
TBD
WITNESS:
BY: __________________________________
Attachment E – Anna Community Library Design Images
for Reference
ANNA COMMUNITY LIBRARY
PROJECT CHARTER
March 24, 2025
Complete Library Budget $22.0M
Project Description:
The library will incorporate the needs of the growing community, acting as a
gathering space for neighbors. The library’s priority segments shall include, but not
be limited to: a gathering place, family focused environment, community
inclusiveness for all ages, and nurturing lifelong learners.
Facility Goals: (on track)
· Satisfy the needs of a projected population 50,000 by 2036
· Provide a facility that is inviting, fun, and welcoming to the community
· Exceeding the public’s expectations concerning the design, quality, and energy
efficient materials, while being fiscally responsible
· Address the everchanging diversity within the growing population while keeping
the building unique to Anna
· Emphasize the versatility and efficiencies, along with a learning atmosphere
· Provide a connection to the outdoor environment
· Emphasize technology infrastructure including RFID (check-out system)
· A safe place for the community including emergency situation generator access
(Warming Station)
· Will not include a storm shelter nor serve as a Red Cross site
· Incorporate energy efficient design and optimized systems
· Will not include a full commercial kitchen
o Will have space allocated for demonstration kitchen
· High-tech multi-purpose collaboration spaces
· Designated family space(s)
· A hub of connectivity free to the community
· Areas open for extended hours
Library Program Goals: (on track)
· Educational programs for life skills
o Food and nutrition programs
· High tech makerspace
· Art(s)
· Crafts
· Teen gathering space
· STE(A)M - Science, Technology, Engineering, the Arts and
Mathematics
· Dedicated quiet spaces
· Multi-cultural programs
· Naming of rooms and spaces shall be based on yet to be determined
library policy
· Designated family place
· Children’s space including dedicated story time
· Summer reading support space
· School readiness programs
o Pre-k, college, etc.
· Adult literacy
· English as a second language
· Small business and non-profit support
· Modern library
Community Goals: (on track)
Community EngagementFriendly Welcoming Inviting Engaging
Building and Programs Cozy Open Layout Relaxing & Diverse
Atmosphere Educational Environment and Programs Creative space
Team Goals: (on track)
· Gathering and incorporating community input into the program
· Efficiency in the management, planning, design, and construction of the library
· Fiscally responsible, full accountability and transparency
Schedule Milestones:
· Finalized Project Charter for City Council approval Q2 2022 Complete
· Design team selection and engagement Q3 2022 Complete
· Design Phase Q3 2022 through Q4 2023Complete
· Contractor selection and engagement Q4 2023*Complete
· Construction Phase Q1 2024 through Q3 2025
· Owner occupancy Q3 2025 through Q4 2025
· Opening Q4 2025
Project Team:
Greg Peters - Director of Public Works
Marc Marchand - Director of Neighborhood Services
Dalan Walker – Park Planning and Development Manager
Justin Clay, CPM – CIP Manager
Anna Public Library Engagement (APLE) Task Force
720 Design – Maureen Arndt, Michelle Hayes, Susannah Hills
BRW – Kenneth Smith, Stephen Hilt
TNP – Bill Smith, Jeremy Nelson
Project Advocates - Phil Miller/Alma Zamora
Communications Objectives:
Provide a transparent process via clear and concise communication and team decision-making
Cost Planning Objectives:
UP
UP
1. ROOM AND DOOR REFERENCE NUMBERS ARE FOR CONSTRUCTION
COORDINATION ONLY. CONTRACTOR SHALL COORDINATE WITH
OWNER FOR FINAL ROOM & DOOR IDENTIFICATION.
2. DO NOT SCALE DIMENSIONS FROM DRAWINGS, ANY UNKNOWN
DIMENSION SHALL BE OBTAINED FROM DESIGN PROFESSIONALS VIA
REQUEST FOR INFORMATION (RFI).
3. ALL 36" WIDE INTERIOR SWING DOORS SHALL BE LOCATED 2'-0"
FROM CENTER OF DOOR TO PERPENDICULAR SURFACE OF
ADJACENT WALL AT DOOR JAMB U.N.O.
4. CONTRACTOR SHALL FIELD VERIFY ALL EXISTING CONDITIONS
PRIOR TO COMMENCING WORK.
5. CONTRACTOR SHALL NOTIFY ARCHITECT OF ANY DISCREPANCY,
INACCURACY OR CONFLICTING INFORMATION BEFORE EXECUTION
OF WORK.
6. REFER TO RCP SHEETS FOR ADDITIONAL WALL TYPES
7. REFER TO PARTITION TYPE SHEET FOR ADDITIONAL INFORMATION.
8. ALL WALLS GO TO DECK UNLESS OTHERWISE NOTED.
9. INTERIOR GLAZING TO BE TEMPERED AS REQUIRED BY IBC 2018.
THERE MAY BE ADDITIONAL ACOUSTICAL REQUIREMENTS.
10. CONTRACTOR SHALL FIELD COORDINATE LOCATION, SIZE AND TYPE
OF BLOCKING FOR INSTALLATION OF SIGNAGE, PLUMBING
FIXTURES, MILLWORK, ETC. ALL CONCEALED WOOD SHALL BE FIRE
RETARDANT TREATED (F.R.T).
11. PROVIDE IN-WALL REINFORCEMENT FOR ALL WALL MOUNTED
FURNITURE AND EQUIPMENT AS REQUIRED.
12. DIMENSIONS TO FACE OF STUD UNLESS OTHERWISE NOTED.
13. REFERENCE EXTERIOR FLOOR PLANS FOR MORE INFORMATION.
GENERAL NOTES
1/ I1.8
6/ I1.8
5/ I1.8
2/ I1.8
3/
I
1
.
8
73 SF
FIRE RISER
141
98 SF
ELECTRICAL
138
137 SF
OFFICE
140
134 SF
OFFICE
139
1047 SF
YOUTH SERVICES, MAKER, PROGRAMMING
130
213 SF
STAIR
136
79 SF
STAFF ELEV.
135
66 SF
ELEV.
134
77 SF
STORAGE
133
500 SF
TEEN SEATING
142
137 SF
TEEN STUDY
143
105 SF
YOUTH STUDY
145
6106 SF
LIBRARY
120
573 SF
CHILDREN'S ACTIVITY ROOM
150
74 SF
COMFORT
147
93 SF
RR
148
109 SF
STORAGE
146
171 SF
WEST VESTIBULE
102
152 SF
EAST VESTIBULE
1011633 SF
LOBBY
100
525 SF
CAFE
10592 SF
JANITOR
110
253 SF
STORAGE
111
104 SF
PANTRY
112
104 SF
STORAGE
114
1990 SF
MULTI-PURPOSE ROOM
117
650 SF
ARTS & CRAFTS
107 1043 SF
MAKER SPACE
106
258 SF
WOMENS RESTROOM
104
15
3
S
F
DE
L
I
V
E
R
Y
/
R
E
C
E
I
V
I
N
G
13
2
556 SF
CIRC. WORKROOM, RETURNS AND AMH
131
156 SF
MDF
113
92 SF
UTILITY
109
33 SF
ELEC.
149
6' - 0"
6'
-
0
"
11"4' - 0"6' -
0
"
94 SF
IDF
137
A3.11
2
A3.11
1
A3.10
1
A3.9
1
14
0
139
138
130B
131
13
3
14
2
137
147
148
15
0
A
149
146
103
104
110
106
114
113
109
111
112
W1
W2W3
W4
W6
W7
W8
W9
W10
W11W12
W14
A5.1
3
A5.1
1
11/ A5.4
3/ A5.4
1/ A5.3
2/
A
5
.
3
3/ A5.3
4/
A
5
.
3
240 SF
MEN'S RESTROOM
103
1/ A5.4
4/
A
5
.
4
2/
A
5
.
4
5/ A5.4
7/ A5.4 6/
A
5
.
4
6/ A5.3
H1
B1
B1 H1
H1
H1
B1
B2
B2
B2
B2
L5
L5 L5
J1
H1
A3
B2
B2
B2
B2
B1
B1
B2
B1
L6
L5
L5L5
L6
B1
L5
L5
L5
J1
B1
B1
G3G3
H1 G3
G3
H1
H1
H1
L8
L8
L8
L8
L8
L8
H1
H1
H1
H1
H1
23' - 9 7/8"1' - 3 5/8"
11' - 1 3/8"
7'
-
9
"
8'
-
5
"
4' - 9"9' - 7"
11
'
-
6
1
/
2
"
1'
-
0
3
/
8
"
3'
-
0
"
6'
-
5
1
/
8
"
9' - 9"10' - 5"13' - 4"23' - 6 1/8"9' - 11 1/4"10' - 10"8' - 2 7/8"5' - 5"9' - 3 7/8"
12
'
-
1
9
/
1
6
"
4'
-
1
1
1
/
1
6
"
4'
-
2
7
/
8
"
4'
-
4
3
/
8
"
1'
-
8
"
5'
-
1
0
1
/
4
"
6'
-
2
"
14
'
-
1
1
1
/
2
"
9'
-
9
3
/
4
"
34' - 3 15/16"
13'-0 1/4"
13'-9 3/8"
10'-0"4'-2"
13' - 10 3/8"
21' - 2"
13' - 7 11/16"
5' - 8 13/16"
1' - 4 13/16"
1' - 11 3/8"
8' - 5 3/4"
10' - 4 1/4"2' - 10 3/4"
4' - 8 1/2"
12' - 5 1/4"
5"
6' - 0"
1' - 6 5/8"
123B
13' - 9 7/16"
3' - 3 1/4"
6' - 6"
7' - 7 3/16"
7' - 10"
23' - 7 1/16"
1'
-
0
"
1' - 5 7/16"
8/ A5.4
10/ A5.4
9/ A5.4
4/ I1.8
117A
P1
P1
P1
P1
P1
P1
P1
P1
A1.8
1
A1.8
2
A1.8
3
A1.8
9
A1.8
6
A1.8
7
A4.13
12
A1.8
4
A1.8
5
A1.8
8
120A 120B 120C
5/ A5.3
14
3
14
5
13/ A5.6
12/ A5.6
11/ A5.6
9/ A5.6
8/ A5.6
7/ A5.6
6/ A5.6
5/
A
5
.
6
4/ A5.6
3/
A
5
.
6
101B
107
A4.10
7
A4.13
11
6' - 0"
3' - 10"
3' - 0"
5' - 6"
3' - 0"
24' - 0 1/2"
A1.8
10
A1.8
12
A1.8
13
A1.8
14
A1.8
11
10
A1.9
ALIGN TO
MAKE FLUSH
6'-0"
ALIGN TO
MAKE FLUSH
ALIGN TO
MAKE FLUSH
L3L3
ALIGN TO
MAKE FLUSH
ALIGN TO
MAKE FLUSH
H1
L5
B1
H1B1
L3
L3L3L3
L3 L3
H1 L8 L8
L8 H1B
BH1
W/D
B1
12' - 8 1/2"14' - 4"
10' - 1 11/16"
1' - 2"
4' - 6"8' - 7 5/8"
2' - 0 1/2"
A
A.1
A.6
A.8
B
C
C.1
C.8
D
E
F
G
H
J
K
L
M
N
P
17
16
15
14
13
12
11
10
9
K.8
L.4
1 2 3 4 5 6 7 87.87.37.24.33.32.5
1'
-
6
"
3'
-
1
1
"
4/ A5.2
6
1
/
2
"
4
3
/
8
"
6 1/2"6 1/2"
1'
-
4
1
/
2
"
6
1
/
2
"
6 1/2"6 1/2"
W23
72
0
P
R
O
J
E
C
T
N
U
M
B
E
R
DR
A
W
N
B
Y
DA
T
E
CH
E
C
K
E
D
B
Y
NO
T
F
O
R
R
E
G
U
L
A
T
O
R
Y
A
P
P
R
O
V
A
L
,
PE
R
M
I
T
T
I
N
G
O
R
C
O
N
S
T
R
U
C
T
I
O
N
.
Ch
e
c
k
e
r
Au
t
h
o
r
FIRST FLOOR PLAN -
INTERIOR
00
1
8
3
B
1
A1.3
AN
N
A
C
O
M
M
U
N
I
T
Y
LI
B
R
A
R
Y
0'4'0"8'0"NORTH
SCALE:1/8" = 1'-0"
1 INTERIOR FIRST FLOOR
NO.
REVISION
DATE
72
0
P
R
O
J
E
C
T
N
U
M
B
E
R
DR
A
W
N
B
Y
DA
T
E
CH
E
C
K
E
D
B
Y
NO
T
F
O
R
R
E
G
U
L
A
T
O
R
Y
A
P
P
R
O
V
A
L
,
PE
R
M
I
T
T
I
N
G
O
R
C
O
N
S
T
R
U
C
T
I
O
N
.
Ch
e
c
k
e
r
Au
t
h
o
r
00
1
8
3
B
1
PROGRESS
PRINT
MAUREEN WERTZBERGER, AIA
TEXAS LIC. #16617
THIS DOCUMENT IS INCOMPLET
AND MAY NOT BE USED FOR
REGULATORY APPROVAL,
PERMITTING, OR CONSTRUCTION
RELEASED UNDER AUTHORITY O
09/20/2023
72
0
D
E
S
I
G
N
72
0
D
E
S
I
G
N
72
0
D
E
S
I
G
N
72
0
D
E
S
I
G
N
09
/
2
0
/
2
0
2
3
AREA 1
28'wx15'h
AREA 2
5'-8"wx+20'h
AREA 3
5'-8"wx+20'h
AREA 4
8'x20'+
AREA 6
6'wx10'
AREA 7
5'-8"wx+/- 10'
AREA 8
2'wx10'
AREA 9
16'wx15'
ART RAIL
AREA 11
6'w x 12'
AREA 12
3'wx12'
AREA 13
6'wx12'h
AREA 14
2'w
AREA 15
5'w
AREA 16
2'w
AREA 17
2'w
UP
UP
1. ROOM AND DOOR REFERENCE NUMBERS ARE FOR CONSTRUCTION
COORDINATION ONLY. CONTRACTOR SHALL COORDINATE WITH
OWNER FOR FINAL ROOM & DOOR IDENTIFICATION.
2. DO NOT SCALE DIMENSIONS FROM DRAWINGS, ANY UNKNOWN
DIMENSION SHALL BE OBTAINED FROM DESIGN PROFESSIONALS VIA
REQUEST FOR INFORMATION (RFI).
3. ALL 36" WIDE INTERIOR SWING DOORS SHALL BE LOCATED 2'-0"
FROM CENTER OF DOOR TO PERPENDICULAR SURFACE OF
ADJACENT WALL AT DOOR JAMB U.N.O.
4. CONTRACTOR SHALL FIELD VERIFY ALL EXISTING CONDITIONS
PRIOR TO COMMENCING WORK.
5. CONTRACTOR SHALL NOTIFY ARCHITECT OF ANY DISCREPANCY,
INACCURACY OR CONFLICTING INFORMATION BEFORE EXECUTION
OF WORK.
6. REFER TO RCP SHEETS FOR ADDITIONAL WALL TYPES
7. REFER TO PARTITION TYPE SHEET FOR ADDITIONAL INFORMATION.
8. ALL WALLS GO TO DECK UNLESS OTHERWISE NOTED.
9. INTERIOR GLAZING TO BE TEMPERED AS REQUIRED BY IBC 2018.
THERE MAY BE ADDITIONAL ACOUSTICAL REQUIREMENTS.
10. CONTRACTOR SHALL FIELD COORDINATE LOCATION, SIZE AND TYPE
OF BLOCKING FOR INSTALLATION OF SIGNAGE, PLUMBING
FIXTURES, MILLWORK, ETC. ALL CONCEALED WOOD SHALL BE FIRE
RETARDANT TREATED (F.R.T).
11. PROVIDE IN-WALL REINFORCEMENT FOR ALL WALL MOUNTED
FURNITURE AND EQUIPMENT AS REQUIRED.
12. DIMENSIONS TO FACE OF STUD UNLESS OTHERWISE NOTED.
13. REFERENCE EXTERIOR FLOOR PLANS FOR MORE INFORMATION.
GENERAL NOTES
7/
I
1
.
8
8/ I1.8
9/
I
1
.
8
OPEN TO BELOW
OPEN TO BELOW
271 SF
BREAK
238
63 SF
ELEC.
239
54 SF
STORAGE
240
48 SF
RR
241
48 SF
RR
242
75 SF
STORAGE
232
392 SF
ADULT SERVICES WORKROOM
231
63 SF
MECHANICAL
233
130 SF
A.S.
234
222 SF
BOARD ROOM
237
132 SF
MANAGER
236
165 SF
DIRECTOR
235
621 SF
RECEPTION
230
410 SF
COLLAB INSTRUCTION
211
113 SF
STUDY
212
116 SF
STUDY
213
134 SF
STUDY
215
132 SF
STUDY
216
132 SF
STUDY
217
5327 SF
LIBRARY
200
789 SF
LOBBY BRIDGE
234
214 SF
JANITOR
246 260 SF
WOMEN'S RESTROOM
245
243 SF
MEN'S RESTROOM
244
CEILING PLENUM - NO ACCESS
A3.9
2
A3.10
2
913 SF
OUTDOOR PATIO
220
213 SF
STAIR
136
79 SF
STAFF ELEV.
135
66 SF
ELEV.
134
24
0
239
238
241
242
232
230B
230A
23
7
B
23
6
23
5
23
4
21
1
244
245
24
6
81 SF
IDF
214
21
4
W15
W16 W16
W16
W17
W18W19
W21
A5.1
4
A5.1
2
379 SF
READING ROOM
218 3/ A5.5
2/
A
5
.
5
1/ A5.5
4/
A
5
.
5
5/ A5.5
L8
B2 B2 B2 B2
B2
B2 B2 J1
J1
G3 B
G3
B
B
B
L5
L5
P1
P1
L5
L5
L5
L5
L5
L6
P1
P1
L6
L5
L5
B
K
L5
P1
P1
P1
L5P1J1
B1
B
B1
L3
A
A
A
17' - 0 1/4"
12
'
-
1
1
5
/
1
6
"
11' - 6"11' - 6"11' - 6 3/16"9' - 8 15/16"10' - 2"10' - 3 3/16"26' - 9 7/8"9' - 11 1/4"13' - 6 3/4"5' - 5"2' - 6"12' - 4"
12
'
-
9
7
/
8
"
5'
-
7
1
/
8
"
12
'
-
1
5
/
8
"
17
'
-
2
"
6'
-
4
7
/
1
6
"
13
'
-
6
1
/
1
6
"
19' - 7 5/8"
5/16"
12' - 4 1/4"
2' - 1 1/4"13' - 3"
13' - 9"5' - 11 7/8"10' - 9"13' - 0"
18' - 10 3/4"
4'
-
3
1
/
4
"
12
'
-
3
1
/
4
"
1'
-
4
1
5
/
1
6
"
4'
-
4
1
/
2
"
4'
-
3
1
/
4
"
5'
-
0
1
3
/
1
6
"
12
'
-
2
"
12
'
-
2
7
/
1
6
"
15
'
-
1
0
5
/
8
"
11
/
A
5
.
5
8/ A5.5
9/
A
5
.
5
10/ A5.5
A3.11
5
A3.11
6
21
5
21
6
21
7
21
3
21
2
2/ A5.6
1/
A
5
.
6
237A
12
A1.9 6
A1.9 A1.9
5
A1.9
4
A1.9
3
A1.9
2 A1.9
1
9
A1.9
11
A1.9
TY
P
.
6"
TY
P
.
6"
TYP.
6"
TYP.
6"
6/ A5.5
7/
A
5
.
5
A
A.1
A.6
A.8
B
C
C.1
C.8
D
E
F
G
H
J
K
L
M
N
P
17
16
15
14
13
12
11
10
9
K.8
L.4
1 2 3 4 5 6 7 87.87.37.24.33.32.5
A4.13
11 Sim
5'
-
1
1
1
/
1
6
"
4'
-
5
5
/
1
6
"
24
'
-
3
3
/
4
"
5
1
/
2
"
W22
B1
11/ I1.8 I1.8
10
L3
B1
B1
K
K
K B1BBB
B1
218
72
0
P
R
O
J
E
C
T
N
U
M
B
E
R
DR
A
W
N
B
Y
DA
T
E
CH
E
C
K
E
D
B
Y
NO
T
F
O
R
R
E
G
U
L
A
T
O
R
Y
A
P
P
R
O
V
A
L
,
PE
R
M
I
T
T
I
N
G
O
R
C
O
N
S
T
R
U
C
T
I
O
N
.
Ch
e
c
k
e
r
Au
t
h
o
r
SECOND FLOOR PLAN -
INTERIOR
00
1
8
3
B
1
A1.4
AN
N
A
C
O
M
M
U
N
I
T
Y
LI
B
R
A
R
Y
SCALE:1/8" = 1'-0"
2 INTERIOR SECOND FLOOR
NO.
REVISION
DATE
0'4'0"8'0"NORTH
72
0
P
R
O
J
E
C
T
N
U
M
B
E
R
DR
A
W
N
B
Y
DA
T
E
CH
E
C
K
E
D
B
Y
NO
T
F
O
R
R
E
G
U
L
A
T
O
R
Y
A
P
P
R
O
V
A
L
,
PE
R
M
I
T
T
I
N
G
O
R
C
O
N
S
T
R
U
C
T
I
O
N
.
Ch
e
c
k
e
r
Au
t
h
o
r
00
1
8
3
B
1
PROGRESS
PRINT
MAUREEN WERTZBERGER, AIA
TEXAS LIC. #16617
THIS DOCUMENT IS INCOMPLET
AND MAY NOT BE USED FOR
REGULATORY APPROVAL,
PERMITTING, OR CONSTRUCTION
RELEASED UNDER AUTHORITY O
09/20/2023
72
0
D
E
S
I
G
N
72
0
D
E
S
I
G
N
72
0
D
E
S
I
G
N
72
0
D
E
S
I
G
N
09
/
2
0
/
2
0
2
3
AREA 5
27'wx15'
AREA 18
5'w
AREA 19
3'w
AREA 20
art
rail
Item No. 5.k.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Muhamad Madhat
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to execute a Contract with WSB for
the Hurricane Creek Regional Wastewater Treatment Plant project (CIP Manager
Muhamad Madhat)
SUMMARY:
This quote provides the material testing for the Hurricane Creek Regional Wastewater
Treatment Plant permanent project. The scope includes concrete testing, density
proctors, Atterberg limits testing, and reporting. Material testing is necessary to ensure
the contractor meets all specifications in the design.
FINANCIAL IMPACT:
Funding for the Hurricane Creek Regional Wastewater Treatment Plan project was
appropriated in the Community Investment Program budget in the amount of $66 million
from the 2023 Certificates of Obligation $54 million from the 2025 Certificates of
Obligation. The estimated cost of this item, including contingency, is $150,212.50.
BACKGROUND:
WSB was selected as an approved vendor as part of the City's multidisciplinary RFQ
process and has a Master Agreement with the City of Anna for material testing services.
The Hurricane Creek Regional Wastewater Treatment Plant 2 MGD project is currently
under construction. Materials testing is required to ensure all structures, piping, and
pavement are constructed and installed properly to meet the long lifespan expected for
the facility.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Resilient.
ATTACHMENTS:
1. Resolution - WSB FOR MATERIAL TESTING
2. WSB_ANNA HURRICANE CREEK WWTP
CITY OF ANNA, TEXAS
, the Hurricane Creek Regional Wastewater Treatment Plant is listed as a
capital improvement project in the City of Anna’s Capital Improvement Plan; and,
, the proposed material testing is required for the construction of the Hurricane
Creek Wastewater Treatment Plant and to ensure proper subgrade and foundation for
the proposed grading, paving, and structures associated with the project; and,
, Utility bond funds shall be used to fund the contract in an amount not to
exceed $150,212.50.
Section 1.Recitals Incorporated
The recitals above are incorporated herein as if set forth in full for all purposes.
Section 2.Authorization of Payment and Funding.
That the City Council of the City of Anna authorizes the City Manager to execute a
contract in an amount not to exceed $150,212.50 to WSB for the material testing of the
Hurricane Creek Regional Wastewater Treatment Plant Project.
The funding for the project shall come from the Utility Bond Funds and shall not exceed
$150,212.50.
by the City Council of the City of Anna, Texas on this ___
day of July 2025.
ATTEST: APPROVED:
__________________________ __________________________
City Secretary, Carrie Land Mayor, Pete Cain
Item No. 5.l.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Muhamad Madhat
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to execute change orders for the
Collin Pump Station Ground Storage Tank No. 2 project. (CIP Manager Muhamad
Madhat)
SUMMARY:
This item is for the approval of a change orders for the Collin Pump Station Ground
Storage Tank project to relocate the chemical injection points to feed both lines and add
a new 8" Well line. The total cost of the change orders is $87,413.96.
FINANCIAL IMPACT:
Funding for the Collin Pump Station -Ground Storage project was appropriated in the
Community Investment Program budget in the amount of $11.0 million from the Water
Impact Fee Fund. The estimated cost of this item is $87,413.96.
BACKGROUND:
The Collin Pump Station Ground Storage Tank No. 2 project is a public water system
Capital Improvement Plan (CIP) project located near the corner of State Highway 5 and
the Collin County Outer Loop. The City Council awarded the construction of the project
to Red River Construction on February 13, 2024 via Resolution 2024-02-1595, in an
amount not to exceed $10,843,000.
The project is currently under construction. Recently, the City has been in discussions
with Atmos regarding an adjacent high pressure gas main located along the east side of
the Collin Pump Station site. Based on the proximity to the gas main and feedback from
Atmos, City staff has determined that it will be necessary to relocate some of the
underground piping for the project to locations further away from the gas main. During
this change, the city has discovered a need to relocate the chemical injection points to
feed both lines as well as adding a new 8" Well line. Staff is recommending the change
to improve long-term safety for the operation and maintenance of the pump station.
Staff recommends the City Council to approve an increase to the overall project budget
of $87,413.96.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Resilient.
ATTACHMENTS:
1. Well Line 3 - 7.15.25
2. Resolution - Red river Change order
CITY OF ANNA, TEXAS
, the Collin Pump station Ground Storage Tank NO.2 is a project listed as a
capital improvement project in the City of Anna’s Capital Improvement Plan; and,
, the continued growth of the City of Anna requires continuous improvements
to the City's public water system, including increased water supply, water storage,
resiliency, and redundancy to protect the health, safety, and welfare of the public; and,
, the project is immediately adjacent to an existing Atmos high pressure gas
main located in a 50-foot easement; and,
, upon further review and discussion, the City and Atmos have mutually
agreed that it is in the best interest of long-term safety for both entities for the underground
piping to be relocated to locations further away from the Atmos gas main, and due to this
relocation the chemical injection points has to be relocated to feed both lines, also adding
a new 8" Well line; and,
, Water Impact Fee funds shall be used to fund the contract in an amount not
to exceed $87,413.96.
Section 1.Recitals Incorporated
The recitals above are incorporated herein as if set forth in full for all purposes.
Section 2.Authorization of Payment and Funding.
That the City Council of the City of Anna authorizes the City Manager to execute change
orders for the Collin Pump Station Ground Storage Tank No. 2 project in an amount not
to exceed $87,413.96 to Red River Constriction for for the Collin Pump Station Ground
Storage Tank No.2 project.
The funding for the project shall come from the Water Impact fee and shall not exceed
$87,413.96.
PASSED AND APPROVED by the City Council of the City of Anna, Texas on this ___
day of July 2025.
Item No. 6.a.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Carrie Land
AGENDA ITEM:
Consider/Discuss/Action on Resolution accepting the Charter Review Commission's
Report. (City Secretary Carrie Land)
SUMMARY:
The Charter Review Commission (CRC) has diligently reviewed the City Charter over a
series of meetings in May and June. The purpose of the review was to ensure the
charter remains aligned with current city operations, complies with state law, and
reflects best practices for municipal governance. Following this thorough review
process, the Commission has finalized a list of proposed amendments.
Staff is seeking direction from the City Council regarding the proposed amendments, as
well as any additional changes the Council would like to include on the November ballot.
The Resolution for approval is to accept the final report from the CRC.
Staff will bring back an Ordinance calling a November 4 special election and approving
the ballot language on August 12, 2025.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
The City of Anna Charter requires the City Council to appoint a Charter Review
Commission at least once every six years. The City Council approved Resolution 2025-
04-1761 on April 8, 2025 creating a Charter Review Commission and establishing
Charter Review Commission Guidelines.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. Res 2025 Charter Commission Final Report
2. 2025 Final Report C03029D20250612CR1 v.2 mc
CITY OF ANNA, TEXAS
in accordance with the City of Anna, Texas Home-Rule Charter (the
“Charter”), the Charter Review Commission (the “Commission”) hereby reports to the City
Council of the City of Anna, Texas (the “City Council”) that it has fully discharged its duties
as set forth in Section 11.07 of the Charter and hereby reports the commission’s findings
and recommendations to the City Council; and
the Commission, an advisory body, assembled periodically in meetings that
were duly noticed and open to the public and has developed a series of recommended
amendments to the Charter, as set forth in this report; and
the members of the Commission have duly authorized the Commission’s
Chairman to provide this report to the City Council;
The recitals set forth above are incorporated herein for all purposes as if set forth in full.
The City of Anna City Council hereby receives the Commission’s report, attached hereto
as EXHIBIT A, incorporated herein for all purposes and orders the publication of said
report summary as required in the Charter.
by the City Council of the City of Anna, Texas on this _____
day of ______________, 2025.
ATTEST: APPROVED:
______________________________ ________________________________
City Secretary, Carrie L. Land Mayor, Pete Cain
EXHIBIT A
Memorandum
Date: July 22, 2025
To: Honorable Mayor and City Council
City Manager Ryan Henderson
From: Charter Review Commission
Re: Final Report and Recommendations of the Charter Review Commission
The City Council approved Resolution 2025-04-1761 on April 8, 2025 creating a Charter Review Commission
and establishing Charter Review Commission Guidelines. The members of the Charter Review Commission
met six times between May 2025 through June 2025 and reviewed the entire Charter pursuant to its charge.
The Charter Review Commission presents the attached Charter with amendments proposed for City Council
consideration. In delineating the proposed amendments, new language is underlined and deleted language
is overstricken. Only the sections recommended for amendment are included in the attachment to this
memo.
Charge of the Charter Commission:
The Charter Review Commission was charged with reviewing the charter and recommending amendments
to 1) Inquire into the operation of the City government under the Charter and determine whether any
provisions of the Charter require revision; 2) Propose any recommendations it deems desirable to ensure
compliance with the Charter of the City government; and 3) Report its finding and present its
recommendations to the City Council.
In particular the Charter Review Commission focused their efforts on:
Four-year terms for Council with two-term (consecutive) limits
Terms limits for all boards and commissions
Enhancing efforts to have open access and transparency in governance
Streamlining procedures for boards and commissions
Enhancing regulations on absenteeism as relates to boards and commissions
Receiving and discussing comments and suggestions made by neighbors
Improving the readability of the charter, thus increasing the opportunity for neighbors to read and
understand the charter
Bringing conflict-of-interest provisions into alignment with state law
Streamlining procedures for boards and commissions
Proposed Substantive Changes:
The Charter Review Commission recommends that the City Council consider the attached substantive
changes for placing on the ballot for consideration by the qualified voters.
We wish to express our appreciation to each of you for the opportunity to serve on this Charter Review
Commission and assist with this important task as it relates to the residents of the City of Anna and the
manner in which they have elected to govern themselves.
2025 ANNA HOME RULE CHARTER AMENDMENTS
AS PROPOSED BY THE CHARTER REVIEW COMMISSION
ARTICLE 3
THE CITY COUNCIL
§ 3.01. Composition, Terms, Term Limits.
(a) The City Council includes a “Mayor” and six “Council Members” elected under the Place
System, with there being Places 1, 2, 3, 4, 5 and 6. The Mayor and each Council Member are
elected at large, and unless sooner removed under the provisions of this Charter, serve for
a term of no longer than three four years. All of the City Council holding office at the time
of passage of this Charter or any amendments to this Charter may continue to hold their
respective office until the respective term for which they were elected expiresnext general
election for such office.
(b) Terms of the Council Members and the Mayor are staggered and the staggering of terms will
be initiated as follows so that general elections for the offices of Mayor and Council
Members will occur only in odd-numbered years:
(1) in the May 2013 election, voters will elect Council Members for Places 2, 4, and 6, each
for three-year termsthere will be no general election for the position of Mayor or
Council Members in May 2026;
(2) in the May 2014 2027 general election, voters will elect Council Members for Places 1,
3 and 5, and the Mayor, each for threefour-year terms;
(3) in the May 2015 2029 general election, voters will elect a Council Member for Places 2,
4 and 6 1 and the Mayor, each for threefour-year terms; and
(4) all subsequent regular City Council and Mayoralgeneral elections for Mayor and Council
Members will be for threefour-year terms.
(c) Beginning with offices filled in the May 2027 general election:
(1) no person shall serve more than two consecutive terms as a Council Member
regardless of which place is held by such person; and
(2) no person shall serve more than two consecutive terms as Mayor.
(d) For purposes of subsection (c):
(1) a consecutive term does not include any full or partial term that began before May
2027; and
(2) a partial term is not counted as a consecutive term unless the person serves at least
12 months and their office becomes vacant during the last 12 months of the term.
§ 3.05. Vacancies, Forfeiture and Filling of Vacancies.
(a) The office of a Council Member or the Mayor becomes vacant upon death, resignation,
forfeiture of, or removal from office by any manner authorized by law.
(b) If any Member of the City Council is absent from three consecutive regular meetings, without
explanation acceptable to a majority of the remaining Council Members, his or her office
becomes vacant at the next regular meeting of the City Council by written resolution after
such person is provided with notice and the opportunity to be heard .
(c) Any person on the City Council who ceases to possess the required qualifications for office
or who is convicted of a felony or of a misdemeanor involving moral turpitude or is convicted
of violating any state laws regulating conflicts of interest of municipal officers must forfeit
his or her office. Every forfeiture must be declared by written resolution of and enforced by
the City Council after such person is provided with notice and the opportunity to be heard .
(d) If for any reason a single vacancy or multiple vacancies exist on the City Council, the vacancy
must be filled by majority vote of the qualified voters at a special election called for such
purpose within 120 days after such vacancy occurs as required by article XI, section 11 of the
Texas Constitution; provided, however, that the Council may opt to fill by appointment any
such vacancy occurring for an unexpired term of 12 months or less. The person elected or
appointed to fill the vacancy must meet the qualifications referenced in section 3.02 of this
Charter. The person elected or appointed to fill the vacancy serves until the next regular
municipal election for that Place on the City Council. If the position of Mayor becomes
vacant, then the City Council must–as soon as is practicable after a Mayor is elected or
appointed to fill the vacancy–elect the positions of Mayor Pro-Tem and Deputy Mayor Pro-
Tem.
§ 3.13. Passage of Ordinances in General.
(a) The City Council may legislate only by ordinance, and the enacting clause of every ordinance
must be “Be it ordained by the City Council of the City of Anna, Texas...”. Each proposed
ordinance must be introduced in the written or printed form required for adoption. No
ordinance may contain more than one general subject which must be clearly expressed in
its title, except that general appropriation ordinances may contain various subjects and
accounts for which monies are to be appropriated. After adoption, an ordinance may not be
amended or repealed except by the adoption of another ordinance amending or repealing
the original ordinance. Copies of any proposed ordinance, in the form required for adoption,
must be furnished to the City Council. Copies of the proposed ordinance, in the form
required for adoption, must be available at the City offices and must be furnished to citizens
upon request to the City Secretary from and after the date on which such proposed
ordinance is posted as an agenda item for a City Council meeting and, if amended, must be
available and furnished in amended form for as long as the proposed ordinance is before
the City Council.
(b) Every ordinance is effective upon adoption or at any later time(s) specified in the ordinance,
except that every ordinance imposing any penalty, fine or forfeiture is effective only after
having been published twice in its entirety or summary form after adoption, in a newspaper
designated as the official newspaper of the City. Notwithstanding the foregoing and to the
extent state law provides for an applicable alternate method for publication, the City may
forgo newspaper publication and publish or post the ordinance or its caption in accordance
with the applicable state law and doing so shall be considered a valid method of publication.
(c) If a majority of the City Council present requests that the ordinance title and caption or its
entirety be read, it must be read.
§ 3.15. Authentication, Recording, Codification, Printing and Distribution.
(a) All ordinances and resolutions adopted by the City Council must be authenticated by seal and
signature of the person performing the duties of the City Secretary and numbered
consecutively as adopted. They must be properly indexed and placed in a book kept open for
public inspection.
(b) The City Council may maintain the codification of ordinances of the City. This codification
must be known and cited as “The Anna City Code of Ordinances” and is in full force and
effect without the necessity of such code or any part of it being published in any newspaper.
The caption, descriptive clause and other formal parts of the ordinances of the City may be
omitted without affecting the validity of such ordinances when codified. Every general
ordinance enacted after codification must be enacted as an amendment to the code. For
the purpose of this section, general ordinances are deemed to be those ordinances of a
permanent or continuing nature which affect the residents of the City at large. Copies
ofAccess to the code must be furnished to City Officers, placed in City offices and made
available to the public on the City’s website. Copies of the code must also be available for
purchase by the public at a reasonable price to be fixed by the City Council.
(c) The City Council must cause all ordinances and amendments to this Charter to be printed
accessible to the public promptly following their adoption. A copy of each ordinance and
amendment must be posted on the City’s website and placed in appropriate City offices for
public reference. Printed ordinances and Charter amendments may be sold to the public at
a reasonable price to be fixed by the City Council.
ARTICLE 4
CITY ADMINISTRATION
§ 4.01. City Manager.
(a) The City Council must appoint, upon the affirmative vote of a majority of the full
membership of the City Council, a City Manager to serve as Chief Administrative Officer of
the City. The City Manager is responsible to the City Council for administration of all the
affairs of the City, with only those exceptions that are named in this Charter. The City
Manager must be appointed based upon the applicant’s educational qualifications and
executive or administrative experience. The City Manager need not be a resident of the City
when appointed, but must, within one year after such appointment, reside within the City
during the balance of the tenure of his or her appointment, with up to a six-month extension
granted by the City Council upon a showing of good cause.
(b) Only the City Council may fix the compensation of the City Manager, and the City Manager’s
compensation may be amended, from time to time, in accordance with the City Manager’s
experience, qualifications and performance.
(c) The City Manager may be appointed for an indefinite term, and may be removed at the
discretion of the City Council by the affirmative vote of a majority of the full membership of
the City Council. Upon decision to remove the City Manager, notice, in writing, of such
decision must be immediately furnished to the City Manager and the City Council may then
suspend him or her from duty and the following procedures will apply.
(1) If, within five days after being notified of termination and removal, the City Manager
files a written request to the City Council requesting that the termination be
reconsidered, the City Council must, as soon as practical, meet with the City Manager
in accordance with the Texas Open Meetings Act to review its decision to terminate.
(2) After such review, and after affording the City Manager an opportunity to respond to
such initial decision to terminate, a new vote must be taken with regard to termination
of the City Manager.
(3) The City Manager is entitled, from the date of suspension, to continue to receive his or
her salary pending the final decision of the City Council.
(d) This procedure for a review meeting with the City Manager does not alter the fact that the
City Manager serves at the pleasure of the City Council and the City Manager does not have,
nor should this procedure be construed to grant to the City Manager, any right to continued
employment.
(e) Acting City Manager: The City Manager, within 60 days after taking office, must designate
by letter filed with the City Secretary, a qualified administrative officer of the City to perform
the duties of the City Manager in his or her absence or disability. Such designation is subject
to approval by the City Council. No member of the Council may serve as Acting City Manager.
From time to time the City Manager may remove and/or appoint another Acting City
Manager.
(f) The City Manager’s duties are to:
(1) appoint, suspend and remove all City employees and appointive administrative officers
provided for in this Charter, except as otherwise provided by this Charter or personnel
rules adopted by the City Council in accordance with this Charter;
(2) direct and supervise the administration of all departments, offices and agencies of the
City, except as otherwise provided by law or this Charter;
(3) see that all state laws and city ordinances are effectively enforced;
(4) if at all practicable, attend all City Council meetings–or if absent designate another City
employee to attend–with the right to take part in discussion, but the City Manager may
not vote;
(5) prepare and accept, or designate an appropriate department head or City employee to
prepare and accept, items for inclusion in the official agenda of all City Council meetings
and meetings of all boards and commissions;
(6) prepare and recommend to the City Council the annual budget and capital program,
and administer the budget as adopted by the City Council;
(7) keep the City Council fully advised at least quarterly as to the financial conditions and
future needs of the City, and make such recommendations concerning the affairs of the
City, as the City Manager or the City Council deems desirable or necessary;
(8) make reports as the City Manager or the City Council may require concerning the
operations of the City departments, offices, or agencies subject to the City Manager’s
direction or supervision; and
(9) perform such other duties as are specified in this Charter or may be required by the City
Council, and are consistent with this Charter or state and federal law.
§ 4.03. Municipal Court.
(a) The City Council must establish and cause to be maintained a Municipal Court. The Court
has all the powers and duties as are now, or as may be, prescribed by state law.
(b) Upon the City Manager’s recommendation, the City Council may appoint or reject by the
affirmative vote of a majority of the full membership of the City Council a Municipal Judge(s)
of the Municipal Court as may be necessary, who must be a competent, duly qualified
attorney licensed and practicing for at least two years in the State of Texas. In the event a
duly qualified attorney is not available, the City Council may then select a qualified person
to be the Municipal Judge(s). The Municipal Judge(s) of the Municipal Court(s) must be
appointed to a term of two years and may be appointed to additional consecutive terms
upon completing a term of office. The appointment of the Municipal Judge(s) may be
terminated, without cause, at any time by the affirmative vote of a majority of the full
membership of the City Council. The Municipal Judge(s) may receive compensation as
determined by the City Council.
(c) In the event of failure of any Municipal Judge to perform his or her duties, the Mayor may
act in the Municipal Judge’s place and stead (and in the event of a vacancy, until a Municipal
Judge is appointed by the City Council to fill the vacancy). If the Mayor acts as Municipal
Judge, the Mayor may be compensated at the same salary, if any, as the Municipal Judge for
whom the Mayor is acting.
(d) The Administrator(s), Clerk(s), and Deputy Clerk(s), and Bailiff(s) of the Municipal Court(s)—
to the extent authorized under state law—have the power to administer oaths, certify
affidavits, make certificates, affix the seal of the Court, and perform all usual and necessary
clerical acts in conducting the business of the Court(s) including but not limited to, the
keeping of records and accounts of the Municipal Court(s).
(e) All special expenses and fines imposed by the Municipal Court(s) must be paid into the City
Treasury for the use and benefit of the City, as may be consistent with present and future
laws.
§ 4.06. Personnel System.
(a) Personnel rules must be prepared by the City Manager and presented to the City Council,
who may adopt them by resolution, with or without amendment. The adopted rules must
establish the City as an Equal Opportunity Employer and must govern the equitable
administration of the Personnel System of the City.
(b) The adopted rules must provide for the following requirements:
(1) a pay and benefit plan for all City employment positions;
(2) a plan for working hours, attendance policy and regulation and provision for sick and
vacation leave;
(3) procedure for the hearing and adjudication of grievances;
(4) additional practices and procedures necessary to the beneficial and equitable
administration of the City’s personnel system; and
(5) a plan for annual oral and written periodic evaluations based on a job description for
all City employees by their immediate supervisor, including evaluation of the City
Manager, City Secretary, Municipal Judge, and City Attorney by the City Council.
ARTICLE 5
NOMINATIONS AND ELECTIONS
§ 5.02. Filing for Office.
(a) Candidates for elective City offices must file for office in accordance with the Texas Election
Code.
(b) Candidates for elective City offices must:
(1) be at least 21 years of age at the time of the election for which they are filing;
(2) be a qualified voter;
(3) have resided exclusively within the corporate limits of the City, or recently annexed
territory, for at least 12 months before the filing date;
(4) at the time of filing or while in office, be current in payment of taxes or other
liabilities due the City after notice of any delinquency;
(5) not file in a single election for more than one office or position as provided by
this Charter; and
(6) comply with all other City ordinances or resolutions that may be applicable.
(c) If an incumbent elected City official elected to serve a threefour-year term shall announce
their candidacy, or shall in fact become a candidate, in any General, Special or Primary
Election, for any office of profit or trust under the laws of this State or the United States
other than the office then held, at any time when the unexpired term of the office then held
shall exceed one year, such announcement or such candidacy shall constitute an automatic
resignation of the office then held, and the vacancy thereby created shall be filled under this
Charter in the same manner as other vacancies for such office are filled.
(d) A City employee or officer may not continue in such employment or office after filing for an
elective office provided for in this Charter.
ARTICLE 7
FINANCIAL PROCEDURES
§ 7.05. Public Hearing on Budget.
At the City Council meeting when the budget is submitted, the City Council must name the date and
place of a public hearing and have published in the official newspaper of the City, at least twiceonce, the
time and place, which will be not less than ten days nor more than 30 days after the date of notice. At
this hearing, interested citizens may express their opinions concerning items of expenditures, giving
their reasons for wishing to increase or decrease any items of expense. Notwithstanding the foregoing
and to the extent state law provides for an applicable alternate method for publication, the City may
forgo newspaper publication and publish the time and place of the hearing in accordance with the
applicable state law.
§ 7.11. Capital Program.
The City Manager must submit a fivemulti-year capital program as an attachment to the annual budget.
The program as submitted must include:
(1) a clear summary of its contents;
(2) a list of all capital improvements which are proposed to be undertaken during the five fiscal
years succeeding the budget year, with appropriate supporting information as to the
necessity for such improvements;
(3) cost estimates, method of financing, and recommended time schedules for each
improvement; and
(4) the estimated annual cost of operating and maintaining the facilities to be constructed or
acquired. The above information may be revised and extended each year with regard to capital
improvements still pending or in the process of construction or acquisition.
§ 7.18. Independent Audit.
When deemed necessary by the City Council, it may call–and at the close of each fiscal year– must call
for an independent audit of all accounts of the City by a certified public accountant. No more than five
consecutive annual audits may be completed by the same firm. The certified public accountant selected
may have no personal interest, directly or indirectly, in the financial affairs of the City or any of its
officers. The report of audit, with the auditor’s recommendations, will be made to the City Council.
Upon completion of the audit, the summary entire audit must be published on the City’s website must
be published immediately in the official newspaper of the City and copies of the audit must be placed on
file in the office of the person performing the duties of City Secretary, as a public record.
Notwithstanding the foregoing and to the extent state law provides for an applicable alternate method
for publication, the City may forgo newspaper publication and publish the summary in accordance with
the applicable state law.
ARTICLE 8
BOARDS AND COMMISSIONS
§ 8.01. Authority, Composition and Procedures.
(a) The City Council may create, establish or appoint, as may be required by state law or this
Charter, or deemed desirable by the City Council, such boards, commissions and committees
as it deems necessary to carry out the functions and obligations of the City. The City Council
may, by ordinance or resolution, prescribe the purpose, composition, function, duties,
accountability and tenure of each board, commission and committee where such are not
prescribed by law or this Charter.
(b) Individuals who are qualified voters in the City may be appointed by the City Council to serve
on one or more boards, commissions or committees. Such appointees serve at the pleasure
of the City Council and may be removed at the discretion of the City Council. Except as
otherwise provided in this Charter, members of any such board, commission or committee
serve without compensation but may be reimbursed for actual expenses as approved by the
City Council.
(c) All boards, commissions or committees of the City must keep and maintain minutes of any
proceedings held and must submit a written report of such proceedings to the City Council
no more than three six weeks following each meeting.
(d) No City officer or employee nor any person who holds a compensated appointive position
with the City may be appointed to any board, commission or committee created or
established by this Charter other than in an advisory capacity.
(e) Any If a board, commission or committee decides by a majority vote of the full membership
that a member has beenwho is absent from three consecutive regular duly-noticed
meetings, or 25% of regularly scheduled meetings during the 12-month period immediately
preceding and including the most recent absence, the question of forfeiture shall be referred
to the City Council for decision at the City Council’s next regular meeting for which public
notice can be provided. Unless the City Council decides against forfeiture by three-fourths
of the Council Members present, or four votes, whichever is greater, the member in
question, without explanation acceptable to a majority of the other members, must shall be
deemed to have forfeited his or her position on the board, commission, or committee.
(f) Members of boards and commissions serve two-year staggered terms. Members of
committees serve terms as designated by the City Council. No member of a board or
commission may serve on the board or commission for more than three completed
consecutive terms, exclusive of any unexpired term to which the member may have been
appointed to fill due to a vacancy on the board or commission.
ARTICLE 9
PLANNING & ZONING COMMISSION
§ 9.01. Organization.
(a) There is hereby established a Planning & Zoning Commission consisting of seven members
appointed by the City Council to staggered terms of two years.
(b) The Commission members must be qualified City voters.
(c) No member may serve on the Commission for more than three completed consecutive
terms, exclusive of any unexpired term to which the member may have been appointed to
fill due to a vacancy on the Commission. Any vacancy occurring during the unexpired term
of a member may be filled by the City Council for the remainder of the unexpired term . In
July of each year, or during the Commission’s next meeting after July if the The Commission
shall hold an organizational meeting annually does not meet in July, at which the
Commission must elect from its members a Chairman , and Vice Chairman, and Secretary
to serve for one year beginning in that month. Members of the Commission may be
removed, without cause, by an affirmative vote of a majority of the full membership of the
City Council.
(d) The Commission must meet at least once a month. If, however, there is no required
business before the Commission during a given month, then the Commission may cancel
or refrain from scheduling a meeting during that month. The Commission must keep
minutes of its proceedings which must be of public record. Minutes will be recorded by the
Commission Secretary. The Commission serves without compensation.
(e) Four voting Commission members constitute a quorum for the purpose of transaction of
business. No action or recommendation of the Commission, except as specifically provided
in this Charter, is valid or binding unless adopted by the affirmative vote of a majority of
the Commission members present.
(f) The Commission must prepare and keep minutes for all public meetings as required by law.
Once approved by the Commission, such minutes are a public record and must be kept and
maintained by the City Secretary. Minutes must be approved no later than the third regular
meeting held after the meeting for which the minutes are under consideration for
approval.
§ 9.03. Procedure.
(a) Each AugustAfter the Commission’s annual organizational meeting, the Commission shall
adopt its own rules of procedure and keep a record of its proceedings consistent with the
provisions of this charter and the requirements of law and submit such rules to the City
Council unless such rules were not modified.all rules and regulations adopted by the
Commission must be forwarded in writing to the City Manager who must submit them to
the City Council with the City Manager’s recommendations. The City Council may at any
time amend, adopt or reject any such rules or regulations. If any rules or regulations should
be rejected, the Commission may modify them and submit such modified rules and
recommendations to the City Council.
(b) Should any person on the Commission have a conflict of interest, under any state law or City
ordinances regulating conflicts of interest of municipal officers, with an agenda item then
before the Commission, he or she must openly declare same before discussion proceeds,
and is then prohibited from discussing or voting on, and is not considered as present and
voting for the purposes of the tally.
(c) Should any person on the Commission choose to abstain from voting on any question
before the Commission, where no conflict of interest exists, the person’s vote must be
recorded as a negative vote in the official minutes of the meeting.
§ 9.04. The Comprehensive Plan: Procedure and Legal Effect.
(a) The Comprehensive Plan must include, but not be limited to, the Future Land Use Plan,
Thoroughfare Use Plan, and Parks and Open Space Plan. The existing Comprehensive Plan
for the physical development of the City contains recommendations for the growth,
development and beautification of the City and its extraterritorial jurisdiction. Additions to
and amendments of the Comprehensive Plan must be by ordinance or resolution, but
before any such revision, the Commission must hold at least one public hearing on the
proposed action.
(b) A copy of the proposed revisions to the Comprehensive Plan must be forwarded to the City
Manager who must submit the proposal to the City Council, together with the City
Manager’s recommendations, if any. The City Council, after a public hearing, may adopt or
reject such proposed revision or any part of it as submitted within 60 days following its
submission by the City Manager. If all or part of the proposed revisions are rejected by the
City Council, the City Council may request the Commission to make other modifications and
again forward it to the City Manager for submission to the City Council.
(c) Following the adoption by the City Council of the Comprehensive Plan, and any revisions
thereto, it must serve as a guide to all future City Council action concerning land use and
development regulations and expenditures for capital improvements. Any proposal which
deviates from the Comprehensive Plan is not authorized until and unless the location and
extent of the deviation has been submitted to and approved reviewed by the Commission
and the Commission has made a recommendation to the City Council . In case of denial, the
Commission must communicate its reasons to the City Council, which has the power to
overrule such denial with a vote of the majority of the Council Members present, and upon
such overruling, the City Council or the appropriate office, department or agency has
authority to proceed.
ARTICLE 14
NEPOTISM, PROHIBITIONS AND PENALTIES
§ 14.08. Conflict of Interest.
(a) To the extent prohibited by state law, noNo officer, whether elected or appointed, or any
employee, whether full or part-time, of the City, may have a substantial financial interest,
direct or indirect, in any contract, other than employment contracts, with the City .; To the
extent prohibited by state law, no officer, whether elected or appointed, or any employee,
whether full or part-time, of the City, may have a substantial financial interest, direct or
indirect, in the sale to the City of any land, materials, supplies or services , except on behalf
of the City as an officer or employee, except as allowed by state law .
(b) Any willful violation of this Section constitutes malfeasance in office and any officer or
employee found guilty of malfeasance in office must immediately forfeit his or her office
or position. Any violation of this Section with the knowledge, express or implied, of the
person or the corporation contracting with the governing body of the City renders the
contract involved voidable by the City Manager or the City Council.
Item No. 6.b.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Stephanie Scott-Sims
AGENDA ITEM:
Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance regarding the
rezoning and Specific Use Permit of 229 E. Seventh Street. (Director of Development
Services Stephanie Scott-Sims)
SUMMARY:
The property owner is proposing to rezone the property to Downtown - Neighborhood
(DT-ND) with a Specific Use Permit for Multi-Family Dwelling to allow for the
construction of a four-unit Multi-Family Dwelling.
This Item requires a Public Hearing.
Public Hearing Note: At the time and place of the public hearing, all persons who
desire will have an opportunity to be heard in opposition to or in favor of the
ordinance, application, or other proposed items.
At its meeting on July 7, 2025, the Planning & Zoning Commission voted to recommend
approval with the following conditions:
1. Shall develop in accordance with the Concept Plan (Exhibit B).
2. Maximum of four (4) residential units.
3. Each unit must have an attached garage plus 0.25/unit for visitor parking.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
HISTORY
November 2023 (Order No. 2023-001) - The Board of Adjustment approved a front
yard setback variance of 15 feet, and a variance for minimum lot area and lot depth to
account for the existing condition of the site and the additional right-of-way dedication
required.
CASE OVERVIEW
The applicant is requesting to rezone the property to Downtown - Neighborhood (DT-
ND). Within the Downtown - Neighborhood (DT-ND) Zoning District, a Specific Use
Permit (SUP) is required for a Multi-Family Dwelling. The applicant is requesting a SUP
for a proposed four-unit, two-story, Multi-Family Dwelling.
Staff mailed public hearing notices to surrounding property owners in accordance with
state law. To date, Staff have not received any responses. Two speakers spoke in
opposition during the Public Hearing held during the July 7, 2025, Planning & Zoning
Commission meeting.
Direction
Land Use Zoning Comprehensive
Plan
Downtown District /
Downtown
Character Areas
North Vacant
Lot
Single-Family
Residential (SF-1)
Downtown Neighborhood
District / Intown
Residential
East Vacant
Lot
Single-Family
Residential (SF-1)
Urban Living Neighborhood
District / Intown
Residential
South School Planned
Development/Single-
Family Residential
(PD/SF-1)
Downtown Core District /
Civic/Institutional
West Single-
Family
Residential
Single-Family
Residential (SF-1)
Downtown Core District /
Civic/Institutional
COMPATIBILITY CONSIDERATIONS
Future Land Use Plan (FLUP): Urban Living
Urban Living are high density neighborhoods that support a variety of different
housing types in a walkable development pattern. Urban neighborhoods are
composed of a relatively compact network of streets that are easy to navigate by car,
bike or on foot. They may contain one or more of the following housing types: Small
lot, single-family detached, townhomes, duplexes, condominiums or apartments. In
an urban neighborhood, housing is located within proximity to local retail and
services that serve residents and surrounding neighborhoods. This PlaceType
typically includes a higher intensity of uses developed in an urbane style that are
supported by nodes of activity.
Downtown Master Plan: The Downtown Master Plan is a sub-plan of the Anna 2050
Comprehensive Plan. In the Plan, the Downtown was subdivided into two distinct sub-
areas - the Downtown Core District and the Downtown Neighborhood District. The site
is located within the Downtown Neighborhood District.
Within the Downtown Core District and Downtown Neighborhood Districts, five
distinctive Character Area classifications were developed to define the diverse
development patterns that exist in varied locations and to understand the opportunities
that they provide. The site is located in the Intown Residential Character Area.
The following primary building types are appropriate in Intown Residential: Detached
residential. The following secondary building types are appropriate in Intown
Residential: Churches, Civic Structures, Accessory Structures, Open Spaces.
Specific Use Permit
When considering an application for a Specific Use Permit, the Planning & Zoning
Commission may recommend, and the City Council may establish, conditions and
regulations necessary to protect the health, safety, morals, and general welfare of the
neighborhood and/or the city. In addition, the use shall be in general conformance with
the Comprehensive Plan and general objectives of the city. Use-specific Standards are
provided in Section 9.04.037(b) of the Zoning Ordinance.
Parking: The Zoning Ordinance parking standard for Multifamily Dwelling Units is one
parking space per one-bedroom unit; two parking spaces per two-bedroom and 3-
bedroom units plus 0.25 spaces per unit for visitors. 50% of required parking must be
covered, not including visitor parking. The proposed development will consist of four
one-bedroom units, each with a one-car garage. One off-street visitor parking space will
be provided. The proposed development meets the Zoning Ordinance parking
requirement.
CONCLUSION
The request to rezone the property from SF-1 Single Family Residential Zoning District
to the Downtown-Neighborhood Zoning District is in conformance with the
Comprehensive Plan and Downtown Master Plan.
The request for a Specific Use Permit to allow a medium-density multi-family
development is in conformance with the Future Land Use designation of Urban Living.
According to the Downtown Master Plan, the Downtown Neighborhood District is
intended to provide a transition from the Downtown Core to the rest of the community.
Adaptive reuse and infill development of small lots in this area promotes opportunities
for reinvestment in older areas of town and are appropriate transitional uses in the
downtown area. This type of development provides opportunities for a wide range of
urban housing products that accommodate people at all stages of their lives. Further,
medium-density housing in the downtown neighborhoods promotes reinvestment as
they provide the critical residential base necessary to support the businesses
envisioned for the Downtown core.
STAFF RECOMMENDATION:
Recommended for approval with the following conditions:
1. Shall develop in accordance with the Concept Plan (Exhibit B).
2. Maximum of four (4) residential units.
3. Each unit must have an attached garage plus 0.25/unit for visitor parking.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Locator Map - 229 E Seventh Street, Block A, Lot 1 (SUP 25-0004)
2. Ordinance (Zoning) - 229 E Seventh Street, Block A, Lot 1 (SUP 25-0004)
3. Exhibit A (Metes & Bounds) - 229 E Seventh Street, Block A, Lot 1 (SUP 25-0004)
4. Exhibit B (Concept Plan) - 229 E. Seventh Street, Block A, Lot 1 (SUP 25-0004)
5. Aesthetic Exhibit - 229 E Seventh Street, Block A, Lot 1 (SUP 25-0004)
6. Current Zoning - 229 E Seventh Street, Block A, Lot 1 (SUP 25-0004)
7. Proposed Zoning - 229 E Seventh Street, Block A, Lot 1 (SUP 25-0004)
E SEVENTH ST
S
E
A
S
T
O
N
D
R
¯
0 25 50 75 10012.5
Feet
City Limits
ETJ
Parcels
Subject Property
June 2025
1
CITY OF ANNA, TEXAS
(Property rezoned under this ordinance is located at the northwest corner of E. Seventh
Street and S. Easton Street)
ORDINANCE NO. ________________
AN ORDINANCE OF THE CITY OF ANNA, TEXAS AMENDING THE CITY’S
COMPREHENSIVE PLAN, ZONING MAP, AND ZONING ORDINANCE AND CHANGING THE
ZONING OF CERTAIN PROPERTY AS DESCRIBED HEREIN; PROVIDING FOR SAVINGS,
REPEALING AND SEVERABILITY CLAUSES; PROVIDING FOR AN EFFECTIVE DATE;
PROVIDING FOR A PENALTY CLAUSE NOT TO EXCEED $2,000 OR THE HIGHEST
PENALTY AMOUNT ALLOWED BY LAW, WHICHEVER IS LESS; AND, PROVIDING FOR THE
PUBLICATION OF THE CAPTION HEREOF.
WHEREAS, the City of Anna, Texas (“City”) has previously adopted ordinances, rules and
regulations governing the zoning in the City; and
WHEREAS, the City Council received a request to rezone zoning on Property described in Exhibit
A (“Property”) and depicted in Exhibit B (“Concept Plan”) attached hereto and incorporated herein
for all purposes as if set forth in full; and
WHEREAS, said Property generally located at the northwest corner of E. Seventh Street and S.
Easton Street, is being rezoned to Downtown-Neighborhood District (DT-ND) with Specific Use
Permit for Multi-Family Dwelling; and
WHEREAS, the Planning and Zoning Commission of the City and the City Council of the City of
Anna (“City Council”) have given the requisite notices by publication and otherwise and have held
the public hearings as required by law and afforded a full and fair hearing to all property owners
and generally to all persons interested in and situated in the affected area and in the vicinity
thereof, the City Council has concluded that the Zoning Ordinance of the City should be amended
as set forth below.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS THAT:
Section 1.Recitals Incorporated
The above recitals are incorporated herein by reference for all purposes.
Section 2.Zoning Change
The Anna City Code of Ordinances are hereby amended by establishing the zoning of the Property
described in Exhibit A and depicted in Exhibit B to Downtown-Neighborhood District (DT-ND) with
Specific Use Permit for Multi-Family Dwelling with the additional restrictions as follows:
1. Site Shall develop in accordance with the Concept Plan shown in Exhibit B.
2
2. Maximum of four (4) units.
3. Each unit shall have a covered parking space.
Section 3.Official Zoning Map
The official Zoning Map of the City shall be corrected to reflect the change in zoning described
herein.
Section 4.Savings, Repealing and Severability Clauses
It is hereby declared to be the intention of the City Council that the words, sentences, paragraphs,
subdivisions, clauses, phrases, and provisions of this ordinance are severable and, if any phrase,
sentence, paragraph, subdivision, clause, or provision of this ordinance shall be declared
unconstitutional or otherwise invalid or inapplicable by the valid judgment or decree of any court
of competent jurisdiction, such unconstitutionality, invalidity or inapplicability shall not affect any
of the remaining words, sentences, paragraphs, subdivisions, clauses, phrases, or provisions of
this ordinance, since the same would have been enacted by the City Council without the
incorporation in this ordinance of any such unconstitutional, invalid or inapplicable words,
sentences, paragraphs, subdivisions, clauses, phrases, or provisions. Further, all ordinances or
parts of ordinances in force when the provisions of this ordinance become effective that are
consistent and do not conflict with the terms and provisions of this ordinance are hereby ratified
to the extent of such consistency and lack of conflict, and all ordinances or parts of ordinances in
force when the provisions of this ordinance become effective that are inconsistent or in conflict
with the terms and provisions contained in this ordinance are hereby repealed only to the extent
of any such conflict.
Section 5.Penalty
Any violation of any of the terms of this ordinance, whether denominated in this ordinance as
unlawful or not, shall be deemed a misdemeanor. Any person convicted of any such violation shall
be fined in an amount not to exceed $2,000 for each incidence of violation. Each day a violation
exists is considered a separate offense and will be punished separately.
Section 6.Publication of the Caption and Effective Date
This ordinance shall be effective upon its passage by the City Council, approval by the Mayor,
and posting and/or publication, if required by law, of its caption. The City Secretary is hereby
authorized and directed to implement such posting and/or publication.
PASSED by the City Council of the City of Anna, Texas this 22nd day of July2025.
ATTESTED: APPROVED:
________________________________ _________________________
Carrie L. Land, City Secretary Pete Cain, Mayor
Being all that certain lot, tract or parcel of land situated in the Gwyn Morrison Survey, Abstract
No. 559, in the Town of Anna, Collin County, Texas, being the same land described in deed to
Gloria P. Jaramillo, recorded in Instrument No.20180531000663080, Deed Records, Collin
County, Texas (D.R.C.C.T.) and being more particularly described as follows:
BEGINNING at a 1/2 inch iron rod found for corner in the North line of E. 7th Street, at the
Southeast corner of a tract of land described in deed to Lynette Dilldine, a single woman, recorded
in Volume 4329, Page 3854 (D.R.C.C.T.) and at the Southwest corner of said Jaramillo tract;
THENCE North 01 degrees 06 minutes 25 seconds East, a distance of 87.08 feet to a fence post
found for corner in the South line of a tract of land described in deed to G.W. West, recorded in
Volume 266, Page 456 (D.R.C.C.T.), at the Northeast corner of said Dilldine tract;
THENCE South 88 degrees 34 minutes 57 seconds East, a distance of 75.16 feet to a 1/2 inch iron
rod found for corner in the West line of S. Easton Drive, at the Southeast corner of said West tract;
THENCE South 01 degrees 38 minutes 48 seconds West, a distance of 86.90 feet to a 1/2 inch iron
rod found at the intersection of the said West line of S. Easton Drive and in the said North line of
E. 7th Street;
THENCE North 88 degrees 43 minutes 20 seconds West, with the said North line of E. 7th
Street, a distance of 74.34 feet to the PLACE OF BEGINNING and containing 6,503 square feet
or 0.15 of an acre of land.
E. SEVENTH STREET
S.
E
A
S
T
O
N
D
R
I
V
E
GARAGE
UNIT 1
GARAGE
UNIT 2GARAGE
UNIT 3 GARAGE
UNIT 4
UNIT 1
DEDICATED R.O.W.
ENTRY ENTRY
ENTRY
ENTRY
DRIVEWAY
DRIVEWAY
DRIVEWAY
DRIVEWAY DRIVEWAY
GUEST PARKING
S 88°34'57" E 75.16'
N 88°43'20" W 74.34'
N
0
1
°
0
6
'
2
5
"
E
8
7
.
0
8
'
S
0
1
°
3
8
'
4
8
"
W
8
6
.
9
0
'
6,503 sq ft (0.15 acres)
City of Anna, Collin County, Texas
Gwyn Morrison Survey, Abstract No. 559
Prepared: June 18 , 2025
Area for City Approval
e-mail: kenhollifield@gmail.com
KH ARCHITECT
p. 214-395-6885
MURPHY, TX 75094
627 DOVE COVE COURT
Prepared by: Kenneth Hollifield
Architect
PROPERTY OWNER INFO
Property Owner's Name: Zeeshan Hameed
Address: 629 Markham Drive
Anna, TX 75409
Phone Number: 817-888-2656
Owner's Designated Representative:
Rubin Zuniga, DBC Texas, Inc.
1001 E. Hebron Pkwy, Suite 118-220
Carrollton, TX 75010
Phone: 214-907-4105
PLAN PREPARER INFO
CONCEPT PLAN
229 E. Seventh St., Anna, TX
BLOCK A, LOT1
SUP-25-0004
CONCEPT PLAN PLAN NORTH TRUE NORTH
LOT AREA - 6503 SQ FT (0.15 ACRES)
BUILDING USE - MULTI-FAMILY
BUILDING - 2-STORIES MAX
VICINITY MAP
TRUE NORTH
SITE
ZONING: DT-ND - MULTI-FAMILY
SITE SUMMARY DATA TABLE
BLOCK A, LOT 1
EXHIBIT B
Aesthe&c & Design Intent
10 Exterior AdleyCraigRanch_2021@3
FIRE LANE NO PARKING
Division 2. Zoning Districts Article 9.04. Zoning Ordinance
Sec. 9.04.015 Single-Family Residential (SF-7.2) District
12 8/22/2023 City of Anna, Texas
Sec. 9.04.015. Single-Family Residential (SF-7.2) District
(a) Purpose. The Single-Family Residential (SF-7.2) district is designed to accommodate single-family residential
development on relatively ample lots. The district can be appropriately l ocated near agricultural and single-
family residential uses. This district implements the character and intent of the Comprehensive Plan’s Cluster
Residential PlaceType.
(b) Uses. See Table 19: Use Table and all applicable regulations in Division 3.
(c) Dimensional Standards. Development in the Single-Family Residential (SF-7.2) district shall follow Table 8:
Single-Family Residential (SF-7.2) District Dimensional Standards.
Table 8: Single-Family Residential (SF-7.2) District Dimensional Standards
Single-Family Residential (SF-7.2) District Dimensional Standards
Lot Requirements
A Lot Area (min.) 7,200 square feet
B Lot Width (min.) 60 feet
C Lot Depth (min.) 120 feet
D Lot Coverage (max.) 50%
Setback Requirements
E Front Yard (min.) 20 feet
F Rear Yard (min.) 20 feet
G Side Yard (min.) 5 feet
H Corner Side Yard (min.) 15 feet
Building Requirements
I Building Height (max.) 35 feet
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 9.04.045 – Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 9.04.049 – Performance Standards
(d) Special Regulations.
(1) The Single-Family Residential (SF-7.2) district shall not be within 1,200 feet of a designated Master
Thoroughfare Plan highway. This distance shall be measured from the right-of-way centerline to the
residential property line.
(2) The corner side yard for “key lots” shall meet the minimum front yard setback requirement.
Division 2. Zoning Districts Article 9.04. Zoning Ordinance
Sec. 9.04.022 Downtown (DT) District
20 8/22/2023 City of Anna, Texas
Sec. 9.04.022. Downtown (DT) District
(a) Purpose. The purposes of the Downtown (DT) district are to:
(1) Implement the Anna 2050 Downtown Master Plan adopted by City Council;
(2) Facilitate pedestrian-oriented, mixed-use, urban infill redevelopment, providing shopping, employment,
housing, and business and personal services;
(3) Promote an efficient, compact, and walkable development pattern;
(4) Encourage pedestrian activity while reducing reliance on automobiles;
(5) Allow developers flexibility in land use and site design;
(6) Create an attractive and functional downtown as envisioned in the Anna 2050 Downtown Master Plan ;
(7) Revitalize the historic downtown area while preserving Anna’s history and heritage;
(8) Enhance the significance of the City’s authentic core to residents, tourists, and visitors and serve as a
support and stimulus to business and industry; and
(b) Applicability. The Downtown (DT) district is geographically divided into two zones. These zones are established
in the Anna 2050 Downtown Master Plan and Table 15: Downtown (DT) District Dimensional Standards. All
development shall comply with the regulations stated in this Section unless specified otherwise.
(c) Uses. See Table 19: Use Table and all applicable regulations in Division 3.
(d) Dimensional Standards. Development in the Downtown (DT) district shall follow the standards in Table 15:
Downtown (DT) District Dimensional Standards.
Article 9.04. Zoning Ordinance Division 2. Zoning Districts
Sec. 9.04.022 Downtown (DT) District
City of Anna, Texas 8/22/2023 21
Table 15: Downtown (DT) District Dimensional Standards
Downtown (DT) District Dimensional Standards
Zone
Core (CE) Neighborhood (ND)
Build-to-Zone (BTZ) and Setback Requirements
A Front Yard BTZ (min. – max.)
A.1 Downtown Arterial Street 0 – 10 feet 5 – 15 feet
A.2 Downtown Type A Street 0 – 15 feet 5 – 20 feet A.3 Downtown Type B Street
A.4 Other Street 5 – 25 feet 5 – 35 feet
B Rear Yard Setback (min.) N/A 5 feet
C Side Yard Setback (min.) N/A 5 feet
D Corner Side Yard Setback (min.) 5 feet 5 feet
Building Requirements
E Frontage Buildout (min.)
E.1 Downtown Arterial Street 80% 60%
E.2 Downtown Type A Street 60% 45%
E.3 Downtown Type B Street 40% 30%
E.4 Other Street 20% 10%
F Building Height (max.) 42 feet 42 feet
AG Encroachments
G.1 Downtown Arterial Street
50% of the depth of
the sidewalk or 8’
(whichever is less)
35% of the depth of the
sidewalk or 6’ (whichever
is less)
G.2 Downtown Type A Street 50% of the depth of
the sidewalk or 6’
(whichever is less)
25% of the depth of the
sidewalk or 6’ (whichever
is less) G.3 Downtown Type B Street
G.4 Other Street N/A N/A
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 9.04.045 – Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 9.04.049 – Performance Standards
(e) Special Regulations.
(1) Canopies, awnings, galleries, and balconies may encroach over the BTZ and setback areas per the
standards if the vertical clearance is a minimum of 8 feet from the finished sidewalk elevation.
(2) No encroachment shall be located over on-street parking, a street, or over a side or rear property line.
(3) Any proposed development over 42 feet in height shall require a specific use permit.
Item No. 6.c.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Jeff Freeth
AGENDA ITEM:
Consider/Discuss/Action on an Ordinance Amending Special Event Permits. (Acting
Director of Neighborhood Services Jeff Freeth)
SUMMARY:
This item updates the current special event permit by amending Part II (General
Ordinances), Article 10.02 (City Parks, Recreation and Special Events), by replacing
Division 4 and adding Division 5 and 6: Providing for savings, severability, and repealing
clauses.
FINANCIAL IMPACT:
Updating the special event permit ordinance does not include an update on the fees.
The current deposit fee of $300 is refundable, so long as the applicant has paid in full all
permits, licenses and additional agreed-upon costs to the city associated with the event
and so long as there are no additional resource costs during or prior to the event.
Additionally, the non-refundable $50 application fee covers the administrative costs of
processing the permit.
BACKGROUND:
The current special event ordinance was adopted on October 14, 2008, in which the
population was estimated to be just above 2,000 neighbors. Fast-forward to today with
an increased population and added community amenities (parks and facilities). Both
these factors have led to staff experiencing an increased number of inquiries into and
submissions of special event permit applications. This ordinance amendment is
necessary to ensure the safety of attendees of the events as well as the ease of
processing for those submitting applications. Currently, the requirement for submission
is 30 days minimum, with the issuance of a permit requiring a Parks and Recreation
Advisory Board recommendation for approval to council and Council approval.
Extending the minimum days for submission would allow staff to have sufficient time to
review all elements of the application, discuss at the Internal Logistics Meeting, make
recommendations and communicate with the applicant. Allowing the City Manager or
designee to approve the permits also allows for a more streamlined process for
applicants. The updated application will also allow us to capture more definitively, and
widely, the details/specifications of the applicant's event and, in turn, minimize the
necessity for follow-up questions. The recommended updates more closely replicate
those of municipalities within the region.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Active.
ATTACHMENTS:
1. Special Event Permit Resolution and Amendments (7.16.2025)
2. Special Event Permit Application (7-16-2025)
CITY OF ANNA ORDINANCE NO., __________________ PAGE 1 OF 18
CITY OF ANNA, TEXAS
ORDINANCE NO.______________
AN ORDINANCE OF THE CITY OF ANNA, TEXAS, AMENDING THE ANNA CITY CODE OF
ORDINANCES BY AMENDING PART II (GENERAL ORDINANCES), ARTICLE 10.02 (CITY
PARKS, RECREATION AND SPECIAL EVENTS), BY REPLACING DIVISION 4 AND
ADDING DIVISION 5 AND 6; PROVIDING FOR SAVINGS, SEVERABILITY, AND
REPEALING CLAUSES; PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the City of Anna, Texas City Council ("City Council") has previously adopted
standards, requirements, and procedures for and otherwise governing parks, recreation and
special events; and
WHEREAS, the City Council has investigated and determined that it would be beneficial and
advantageous to add regulations governing the procedures and criteria for approval of special
events, use of City park facilities by nonprofit organizations and similar groups, and related
matters;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS, THAT:
Section 1. Recitals Incorporated.
The above-referenced recitals are incorporated herein as if set forth in full for all purposes.
Section 2. Amendment.
Chapter 10, Article 10.02, Division 4 (Special Events) of The Anna City Code of Ordinances is
hereby amended by repealing said Division 4 in its entirety and replacing said Division 4 with a
new Division 4, and adding a new Division 5, and a new Division 6 as set forth in Exhibit A,
attached hereto and made a part hereof as if set forth in full for all purposes.
Section 3. Savings, Severability and Repealing Clauses.
All ordinances of the City in conflict with the provisions of this ordinance are repealed to the
extent of that conflict. If any provision of this ordinance shall be held to be invalid or
unconstitutional, the remainder of such ordinance shall continue in full force and effect the
same as if such invalid or unconstitutional provision had never been a part hereof. The City
declares that it would have passed this ordinance, and each section, subsection, clause, or
phrase thereof irrespective of the fact that any one or more sections, subsections, sentences,
clauses, and phrases be declared unconstitutional or invalid.
CITY OF ANNA ORDINANCE NO., __________________ PAGE 2 OF 18
Section 4. Effective Date.
This ordinance shall be in force and effect from and after its passage on the date shown below.
PASSED AND APPROVED on this 21st day of July 2025.
APPROVE: ATTEST:
______________________ _________________________
Mayor, Pete Cain City Secretary, Carrie Smith
EXHIBIT A – page 1
CITY OF ANNA ORDINANCE NO., __________________ PAGE 1 OF 18
Division 4 Special Events, Generally
§ 10.02.111. Definitions.
For the purpose of this article, the following definitions shall apply, unless the context clearly
indicates or requires a different meaning:
Applicant means a person who has filed a written application for a special event permit
or a person or organization seeking to hold the special event, including the promoter’s
employees, agents, affiliates, successors, permitted assigns, and other persons controlled
by the promoter. The applicant and the promoter may be the same in some events.
Block party means the use of a residential street for a neighborhood function in which traffic
control is required.
City means the City of Anna, Texas.
Committee review means the required review when the special event manager determines
that the parade or special event permit application requires evaluation by the special event
review committee to determine if additional city services, supplementary permits and follow-
up inspections will be required.
Concession means a facility at a special event where food or drink is offered to the public.
Costs means all costs and expenses incurred by the applicant/permittee/promoter for
activities associated with staging of the event, including, without limitation, the following:
(1) Utility services provided to the special event, including all of the costs of installation,
maintenance, and connection.
(2) Barricades and cones.
(3) Special event parking.
(4) Food services inspection.
(5) Repair, maintenance and removal of facilities in the event of a failure of applicant/
promoter.
(6) Repair of streets, alleys, sidewalks, parks and other public property.
(7) Police protection.
(8) Fire protection.
(9) Emergency medical service.
(10) Garbage disposal and cleanup.
(11) Traffic control.
(12) Other direct costs associated with the special event.
EXHIBIT A – page 2
CITY OF ANNA ORDINANCE NO., __________________ PAGE 2 OF 18
Food service employee means an individual working with unpackaged food, food equipment
or utensils, or food contact surfaces.
Food service provider means any person, business, or vendor working with unpackaged
food, food equipment or utensils, or food contact surfaces.
Licensee means the applicant, promoter, or organization to whom the parade or special event
permit has been issued.
Nonprofit means not maintained or organized for profit, as recognized by the state and the
Internal Revenue Code.
Parade means the assembly of persons whose gathering is for the common design of
traveling or marching in procession from one location to any other location for the purpose
of advertising, promoting, celebrating, or commemorating a thing, person, date, or event.
Parade shall include runs, walks, relays, marathons, bicycle races/rides, or similar events.
Parade route means the required signage posted at the affected intersections or along the
route system one week prior to the event.
Pavilion/Gazebo means the following features and/or places: a building, often with open
sides, located in a park, typically used for shade, seating and a gathering space for picnics,
recreation, or events; provided, however that the city manager may designate from time to
time areas to temporarily be considered a pavilion requiring a pavilion rental.
Pavilion/Gazebo rental means the paid rental of a pavilion requiring and payment of fees to
the City that is separate and in addition to any and all fees associated with the special event
permit application process.
Permit or special event permit means the city’s licensing of an applicant/promoter to hold a
block party, parade, or special event, on the terms and conditions stated in the permit and
subject to the rules, regulations, and requirements of this article and other applicable law.
The parade or special event should not be considered approved until: (1) committee
reviewed permit applications are signed off by the special event review committee and
issued to the applicant/promoter; or (2) noncommittee reviewed applications are signed off
by the special event manager and issued to the applicant/promoter.
Permittee means a person to whom a permit is granted pursuant to this article.
Person means any individual, assumed named entity, partnership, association, corporation,
or organization.
Sidewalk means that portion of a street between the curblines or lateral lines of a roadway
and the adjacent property lines, intended for use by pedestrians.
Special event means a temporary event or gathering of persons for a common purpose,
including but not limited to, a parade, rally, public entertainment venue, carnival, festival, or
other similar event using either private or public property that involves one (1) or more of the
following activities, except when the activity is for construction or house-moving purposes
only:
(1) closing of a public street or interference with the normal flow of pedestrian or vehicular
traffic;
(2) blocking or restriction of public property, including public rights-of-way;
EXHIBIT A – page 3
CITY OF ANNA ORDINANCE NO., __________________ PAGE 3 OF 18
(3) offer or sale of merchandise, food, or beverages on public or private property where
otherwise prohibited by ordinance;
(4) sale of alcoholic beverages on public or private property where otherwise prohibited;
(5) erection of a tent or canopy on public or private property where otherwise prohibited
by ordinance;
(6) placement of portable toilets on public or private property where otherwise prohibited
by ordinance;
(7) installation of a stage, band shell, trailer, van, portable building, grandstand, or
bleachers on public property, or on private property where otherwise prohibited by
ordinance; or
(8) the need for special city services, including but not limited to, street closure, provision
of barricades, provision of police or emergency services, or provision of special
electrical services.
Special event manager means a city employee, or his/her designee, designated by the city
manager as primarily responsible for managing special event/parade applications.
Special event review committee means a committee consisting of a representative from
each of the following city departments: building inspections, development services,
emergency management, code enforcement/environmental health, fire, parks and
recreation, police, public works, and additional city staff as determined by the special
event manager upon review of the special event permit application. The special event
review committee meets as needed and reviews the parade or special event permit
application and may seek additional information from any applicant during the application
process.
Street means the entire width between the boundary lines of every way publicly maintained,
when any part thereof is open to the use of the public for purposes of vehicular traffic.
Tent or canopy is as defined by the City’s currently adopted uniform building code with local
amendments and/or uniform fire code with local amendments.
§ 10.02.112. Applicability; permit required; exemptions; additional permits.
(a) All special events, except those set forth in subsection (b) of this section, must conform to all
applicable provisions of this article.
(b) The following events are exempt from the provisions of this article:
(1) an event wholly contained on property specifically designed or suited for the event and
which holds a certificate of occupancy for such use including adequate parking;
(2) national night out;
(3) a funeral procession proceeding by a vehicle under the most reasonable route from a
funeral home, church, or residence to the place of service or place of internment;
EXHIBIT A – page 4
CITY OF ANNA ORDINANCE NO., __________________ PAGE 4 OF 18
(4) events which are officially sponsored by the Armed Forces of the United States of
America, the Military Forces of the state, political subdivisions of the state, and the
forces of the police and fire departments acting within the scope of their duties;
(5) indoor or outdoor live or recorded music, exhibitions, and other performances on
property owned or operated by the Anna Community Development Corporation
and/or the Anna Economic Development Corporation; or
(6) an event for which an applicant has obtained a waiver from the city manager. The city
manager may require that an applicant provide information related to the event or
restrict activities conducted at the event as a condition of granting a waiver.
(c) Specific permits must be applied for separately when such activities are conducted in
conjunction with or as a part of a special event, whether on public or private property.
Separate permits will not be required for loudspeakers in conjunction with the event. In any
event, temporary permits for food service shall be obtained by each food service provider.
§ 10.02.113. Payment of additional costs incurred by city.
In the event the special event manager or the special event review committee determines,
upon a review of the application, that a special event may require the special attention and
involvement of city personnel or facilities, the city shall notify the applicant. The city may
require the applicant to submit additional information and planning documents for a special
event to aid in determining the burden on public infrastructure and personnel due to the
special event. In such event, prior to the issuance of a permit for a special event, the
applicant and the city shall agree upon the cost of police protection, fire protection,
emergency medical services, parks service, public works service, cleaning, and the closure
of roads, and the applicant shall pay that amount to the city upon application. Prior to the
issuance of a permit and within ten (10) days of receiving the form establishing additional
required fees, the applicant shall agree in writing to pay the costs to the city-approved
outside contractors for costs associated with the event. Applicant shall pay the contractors
on the day(s) the services are performed or as otherwise approved by the special event
manager.
§ 10.02.114. through 10.02.140 reserved.
Division 5 Special Event Permits
§ 10.02.141. Required; fee; filing of application.
(a) It shall be unlawful for any person to conduct a special event without first having obtained
a permit from the city and paying the prescribed fee and deposit. The fee and deposit for
issuance of such permit shall be in accordance with the city’s current fee schedule. See
A4.009 in Appendix A to this code.
(b) A person seeking a special event permit shall file an application with the city upon forms
provided by the city. The special event manager shall ensure that other licenses and permits,
EXHIBIT A – page 5
CITY OF ANNA ORDINANCE NO., __________________ PAGE 5 OF 18
restrictions, regulations, fees for the city services, safeguards or other conditions deemed
necessary by individual city departments for the safe and orderly conduct of a special event
be requested, submitted and approved before the permit is granted (by way of example,
health permit applications, agreement with police department for police coverage,
agreement with fire department for fire and emergency services, and/or agreement with
public works department regarding costs associated with street closures).
(c) (1) A permit application for a parade or special event shall be made not less than 60
days prior to the date and time of the commencement of the parade or special event.
(2) Parade or special event permit applications will be processed on a first come basis and no
parade or special event will be considered an annual event tied to a specific date. Parade or
special event permit applications will not be accepted more than a year in advance for a specific
date.
§ 10.02.142. Contents of application.
The application for a special event permit shall, at a minimum, set forth the following
information:
(1) the name, address, telephone number, and state identification or driver’s license number of
the person seeking to conduct the event;
(2) if the event is to be held for or by an organization, the name, address, and telephone
number(s) of the headquarters of the organization and the authorized and responsible
heads of such organization;
(3) if the event is to be held by or for any person other than the applicant, the applicant shall
file a written statement from that other person showing authority to make the application;
(4) the name, address, telephone number, and state driver’s license or identification number of
the person who will be the event chairman and who will be responsible for its conduct;
(5) the name, address, telephone number, email address, and driver’s license number of the
property owner(s) authorizing the use of the property for a special event;
(6) the proposed location and parking areas for the event;
(7) the approximate number of persons who are attending, including peak attendance and
duration of peak and, if applicable, the number and types of animals and vehicles which will
constitute such event;
(8) the location and size of tents, awnings, canopies, food service booths, stage, sound system,
merchandise booths, barricades, traffic cones, proposed structures, fences, signs, banners,
restroom facilities, or other temporary structures and features shall be shown;
(9) details for any planned signage shall be included;
(10) when loudspeakers/stage sound system will be used, the location and orientation of those
speakers shall be shown;
EXHIBIT A – page 6
CITY OF ANNA ORDINANCE NO., __________________ PAGE 6 OF 18
(11) the time at which on-site activities in preparation for the event will begin;
(12) the date(s) and time(s) the special event will start and terminate;
(13) a description of the parade or special event and the requested dates and hours of operation
of the parade or special event;
(14) the time and location of street closings, if any are requested for the parade or special event;
(15) details of how the applicant/promoter will clean up the area used after the parade or special
event;
(16) the parade’s commencement and termination time, the starting and termination points, and
the specific route to be traveled provided in written format including detailed directions as
well as in an illustrated map format;
(17) a schedule of the order of parade participants;
(18) the estimated number, if any, of animals, animals and riders, animal-drawn vehicles, floats,
motor vehicles, motorized displays, and marching units or organizations such as, but not
limited to bands, color guards, and drill teams;
(19) if the event is to be held on private property, written permission shall be provided with
contact information for the holding of the event from the owner of the property or his
authorized representative;
(20) an itinerary for all activities occurring during the special event;
(21) admission pricing;
(22) list of vendors and merchandise, food or alcoholic beverages to be sold including name,
address, phone number, insurance coverage certificates, required permits, of the vendors;
(23) list of live entertainment to be provided;
(24) requirement for electricity, water, and other utilities;
(25) list of vendors and program for fireworks and/or pyrotechnic display(s);
(26) list of aerial events (including but not limited to helicopters and hot air balloons) to be
provided. aerial events are subject to fire department review and approval, liability insurance
requirements, and inspection permits;
(27) list of amusement/carnival rides and attractions. carnival rides and activities are subject to
fire department review and approval, liability insurance requirements, and inspection
permits. the estimated number of persons to participate in the parade or special event;
(28) prior approval by the Neighborhood Services department to use the park facilities for a
special event, if applicable;
EXHIBIT A – page 7
CITY OF ANNA ORDINANCE NO., __________________ PAGE 7 OF 18
(29) copy of contract, agreement, or details outlining arrangement between applicant and
promoter upon request;
(30) copies of permits and agreements with all city departments shall be included with the
application for a special event permit; and
(31) any other information which the city shall find necessary relating to public health, safety and
welfare.
§ 10.02.143. Standards for issuance of special event permits.
(a) When considering approval of a permit application, the special event review committee
and/or special event manager may consider (without limitation) the following factors:
(1) whether the permit application allows for ample opportunity to properly plan and
prepare for the parade or special event;
(2) whether police, fire and other city services will be unduly burdened or adversely
affected by the parade or special event;
(3) whether the parade or special event is reasonably likely to cause injury to persons or
property, to provoke disorderly conduct, or create a disturbance;
(4) whether the special event will substantially interrupt the safe and orderly movement
of traffic near its location or route; and
(5) whether there will be adequate sanitation and other necessary public health facilities
in or adjacent to any public assembly areas.
(b) The applicant/promoter should consider the parade or special event approved upon receipt
of the permit application indicating approval executed by the special event review
committee or special event manager prior to the start of the special event for (without
limitation) the plans described below.
(c) The city, by approving such plans, assumes no liability or responsibility therefor.
(d) The special event review committee and/or special event manager may prescribe licenses
and permits required by other city ordinances, or applicable law, restrictions, regulations,
cost for city services, safeguards, and other conditions necessary for the safe and orderly
conduct of a parade or special event, to be incorporated into the permit before issuance.
(e) The special event review committee shall provide the special event manager the estimated
cost for city services provided by their respective department to ensure the safe and orderly
operation of the parade or special event. The special event manager will prepare and provide
the applicant/promoter with an invoice detailing these estimated costs. Payment will be
required not less than five business days prior to the date of the parade or special event. If
the actual costs for city services are less than estimated, the city will issue a refund to the
special event applicant/promoter no less than two weeks after the special event. Prior to
EXHIBIT A – page 8
CITY OF ANNA ORDINANCE NO., __________________ PAGE 8 OF 18
the issuance of a permit and within ten (10) days of receiving the form establishing
additional required fees, the applicant shall agree in writing to pay the costs to the city-
approved outside contractors for costs associated with the event. Applicant shall pay the
contractors on the day(s) the services are performed.
(f) Special events and parades sponsored by the city or school district(s) within the city will be
exempt from fees associated with this article. Certain nonprofit organizations will not be
exempt from fees associated with this article. Reduced or waived fees and/or free use of
facilities may be granted to community-sponsored groups, nonprofit organizations, and
governmental entities including but not limited to:
(1) Anna Independent School District;
(2) Anna Parent Teacher Associations;
(3) Greater Anna Chamber of Commerce;
(4) Anna Community Development Corporation:
(5) Anna Economic Development Corporation;
(6) Anna Fire and Police Associations;
(7) Anna Area Historical Preservation Society;
(8) Anna Area Rotary International;
(9) Anna Boy Scouts of America;
(10) Anna Girl Scouts of the USA;
(11) Anna fire protection associations; and
(12) other community sponsored non-profit groups as approved by the City Manager or
designee.
(g) Special events and related functions, activities and services associated with the types of
organizations listed in the foregoing subsection may be approved by the city manager or the
city manager’s designee. The city manager may require such organization to provide a
written statement detailing the positive public service and legitimate public benefit
provided to the community. Any reduction or waiver of fees or charges is at the city’s
discretion and all other city regulations related to special events shall be applicable.
(h) Upon review and written approval of the police chief, the special event manager may
provide for the issuance of permits for the use of golf carts, all-terrain vehicles, or similar
vehicles for use at special events or parades. Application for use of described vehicles shall
identify who the drivers will be and the number of vehicles. Such use shall be limited to those
times and places indicated on the permit.
§ 10.02.144. Denial or revocation of a parade or special event permit.
(a) The special event manager may deny a special event permit if:
(1) the event will conflict in time and location with another event for which a permit has
already been granted;
EXHIBIT A – page 9
CITY OF ANNA ORDINANCE NO., __________________ PAGE 9 OF 18
(2) the applicant/permittee/promoter fails to comply with, or the proposed parade or
special event will violate an ordinance of the city or any other applicable law, unless
prohibited conduct or activity would be allowed under this article;
(3) the applicant makes or permits the making of a false or misleading statement or
omission of material fact on an application for a special event;
(4) the applicant has been convicted of violating this article, or has had a permit revoked
within the preceding 12 months or fails to pay a special event fee;
(5) the applicant fails to provide proof of a license or permit required by this article or
another city ordinance or by state law;
(6) the event, in the opinion of a majority of the special event committee members, would
severely hinder the delivery of normal or emergency services or constitutes a public
threat;
(7) the applicant submits an incomplete application or fails to pay any special event fees;
(8) if a parade crosses or uses as a route, or as part of a route, any of the following:
(A) US 75;
(B) F.M. 455;
(C) The Outer Loop
(9) the event will unreasonably disrupt the orderly flow of traffic and no reasonable means
of rerouting traffic or otherwise meeting traffic needs is available; or
(10) the event begins and/or ends outside the city limits, unless or until the applicant/
promoter receives approval from the adjacent city or county jurisdiction where the
parade or special event begins or ends.
(11) the applicant fails to adequately provide for:
(A) the protection of event participants;
(B) maintenance of public order in and around the special event location;
(C) crowd security; taking into consideration the size and character of the event;
(D) emergency vehicle access; or
(E) safe sanitary conditions for preparation or operation of food concessions.
(12) the applicant/promoter fails to provide a certificate of liability insurance naming the
city as an additional insured in the amount designated by the human resources/risk
management representative to the special event review committee and/or special
event manager. applicant/promoter must also provide the certificate of liability
EXHIBIT A – page 10
CITY OF ANNA ORDINANCE NO., __________________ PAGE 10 OF 18
insurance and an endorsement agreement not less than ten business days prior to the
date of the parade or special event;
(13) the applicant/promoter fails to provide proof that he possesses or is able to obtain all
licenses and/or permits required by this code or other city ordinances or by other
applicable law for the conduct of all activities included as part of the parade or special
event;
(14) the applicant/promoter fails to notify the businesses affected by the parade or special
event, in writing, of street closures ten days prior to the event;
(15) the applicant/promoter fails to submit the required fees and agrees in writing to
reimburse the city for the estimated costs for the proposed parade or special event; or
(16) the proposed parade or special event would unduly burden city services.
(b) Should the applicant/promoter for a parade or special event permit reveal that the route
requested would unreasonably interfere with the orderly flow of vehicular and pedestrian
traffic taking detours or alternate routes into consideration, the special event review
committee shall have the authority to establish a reasonable alternate route and regulate
the width of the event.
(c) The special event manager or other designated city official shall revoke a special event
permit if:
(1) there are findings that any of the provisions of this article, another city ordinance, or
state law is being violated;
(2) in the judgment of the special event manager, a violation exists which requires
immediate abatement;
(3) the applicant made or permitted to be made a false or misleading statement or omission
of material fact on an application for a special event permit;
(4) the applicant fails to comply with the special event permit, an ordinance of the city, or
any other applicable law;
(5) the applicant/promoter failed to provide a certificate of liability insurance and
endorsement agreement naming the city as an additional insured in the amount
designated ten days prior to the event;
(6) the applicant/promoter failed to pay any outstanding fees or estimated costs owed to
the city for the parade or special event permit; or
(7) the parade fails to begin in a timely manner as determined by the police chief, fire chief,
special event manager, or their designees.
§ 10.02.145. Appeals of denial or revocation.
EXHIBIT A – page 11
CITY OF ANNA ORDINANCE NO., __________________ PAGE 11 OF 18
If the special event manager or the special event review committee denies the issuance of
or revokes a permit application, the special event manager shall send to the applicant or
permit holder, by certified mail, return receipt requested, written notice of the denial or
revocation, and of the right to an appeal. The applicant will be refunded one-half of the
committee review application fee only when an alternate date for the parade or special
event is not viable. The decision of the special event manager or special event review
committee is final unless the applicant/promoter or permit holder appeals the decision within
three business days to the city manager, in writing. The city manager shall, within three
business days after the appeal is filed, consider all the evidence in support of or against the
action appealed and render a decision either sustaining or reversing the denial or
revocation. The decision of the city manager shall be final.
§ 10.02.146. Term.
The permit shall identify the length of the event granted under the terms of this article and shall
not exceed a period of 14 days. Special event assembly and disassembly shall occur within the
specified term.
§ 10.02.147. Previously Issued Permits.
Special event permits issued before the adoption of this division shall be considered valid
and shall not be required to meet all of the requirements of this article; provided, however,
that the city manager may make changes to the permit upon request of the applicant
including without limitation changing the date, time, and place of the event.
§ 10.02.148. through 10.02.160 reserved.
Division 6 Conduct and Required Facilities
§ 10.02.161. Notice to abutting property owners.
The special event manager shall have authority to require that applicant/promoter/licensee
send notices of upcoming events to abutting property owners when, in his judgment, the
event is of a scope and nature that will impact those owners.
§ 10.02.162. Parking requirements.
(a) The applicant shall submit evidence that sufficient parking has been provided to
accommodate the projected number of users with a 10% surplus. If said parking is to be on
private property adjacent to the event, written evidence that the applicant has a right of
possession of said property through ownership, lease, license, or other property interest
must be provided. When the location is not an established parking area, a plan shall be
submitted which will show how the needed parking will be achieved and arranged. The
number of parking spaces and layout of parking area, including aisle widths and size of
parking spaces, shall be included in the submittal.
(b) When adequate parking is not available at or immediately adjacent to the site of the event,
off-site parking may be used. Plans shall be submitted which will show how off-site parking
EXHIBIT A – page 12
CITY OF ANNA ORDINANCE NO., __________________ PAGE 12 OF 18
and transfer of attendees will be accomplished. This section shall not apply to events wholly
contained on the downtown historic square.
§ 10.02.163. Authority of city to restrict or prohibit parking along streets.
The city shall have the authority, when reasonably necessary as determined by the
police department, to prohibit or restrict the parking of vehicles along a street or highway or
part thereof adjacent to the site of the special event. The city may give notice or post signs
to such effect, and it shall be unlawful for any person to park or leave unattended any
vehicle in violation thereof.
§ 10.02.164. Trailers or other vehicles occupied as living quarters.
Trailers or other vehicles may be temporarily occupied as living quarters at the site of such
events. Such vehicles and trailers shall be parked not less than 300 feet from any
residential district, and may not be placed within a fire lane or otherwise hinder the
adequate access of emergency personnel. Additionally, such vehicles and trailers shall not
discharge any water or wastewater and must be located on a suitably paved surface.
§ 10.02.165. Amusement rides.
Rides and/or attractions associated with special events shall conform to the statutory rules
and regulations set forth in Texas Occupations Code, chapter 2151, designated the
Amusement Ride Safety Inspection and Insurance Act, as amended.
§ 10.02.166. Hours of operation.
A special event may be conducted only between the hours of 7:00 a.m. and 10:00 p.m.
daily. The special event manager may waive the time limit on certain events when good
cause is demonstrated by the sponsors. Appeals of time limit restrictions shall be heard in
accordance with § 10.02.145.
10.02.167. Fire protection; tents and temporary structures.
Any special event which includes the use of a tent, canopy, or temporary structure shall
meet the requirements in the fire code or other relevant safety codes adopted by the city.
Fire lanes for emergency equipment must be provided and the site prepared in a manner so
as not to be a fire hazard as determined by the fire chief.
§ 10.02.168. Food service.
Where food service is provided, said operation shall be in compliance with all provisions of
the food establishment ordinances of the city, as well as all other applicable state and local
laws.
§ 10.02.169. Sanitary facilities.
Portable sanitary facilities shall incorporate wash stations and shall comply with the Special
Events Contingency Planning Job Aids Manual FEMA IS-15 and the Americans with
Disabilities Act. However, no less than two (2) portable type sanitary facilities shall be
provided on the premises, or such additional units as may be determined necessary by the
city.
EXHIBIT A – page 13
CITY OF ANNA ORDINANCE NO., __________________ PAGE 13 OF 18
§ 10.02.170. Animal waste.
Waste from animals used in any such event shall be removed daily from the grounds.
Should animals be kept within the city limits at night, they shall be kept not less than 300
feet from any developed residential or commercial districts.
§ 10.02.171. Water use; disposal of wastewater.
(a) Any special event or related activity desiring use of water from the city water system must
coordinate with the utility operations department to obtain a temporary meter. Deposit for
the meter and payment for water used shall be in accordance with ordinances of the city.
(b) The applicant shall submit a plan for the disposal of wastewater and the plan shall be
approved by the city.
§ 10.02.172. Solid waste dumpsters.
Commercial solid waste dumpsters sufficient for the size of the event must be provided on
site at all outdoor special events. Applicants should arrange for the provision of such
dumpsters with the commercial solid waste disposal company currently under service
contract with the city.
§ 10.02.173. Loudspeakers.
When loudspeakers will be used in conjunction with a special event, the location and
orientation of speakers shall be indicated along with the planned hours of use. Speakers
which are positioned so as not to adversely affect an adjacent residential district may be
used between the hours of 7:00 a.m. and 10:00 p.m. when a special event permit has been
obtained. Any use of loudspeakers other than described shall first obtain the approval of the
special event manager.
§ 10.02.174. Signs.
Signage used in accordance with the event shall comply with applicable sign regulations of
the city under the provisions for promotional signage. Signs advertising the event or directing
potential participants to the event site are expressly prohibited from placement in the city rights-
of-way.
§ 10.02.175. Alcoholic beverages.
Sales or service of alcoholic beverages must be in compliance with all applicable
provisions of this code and with all applicable provisions of the Texas Alcoholic Beverage
Code and rules promulgated by the Texas Alcoholic Beverage Commission.
§ 10.02.176. General operating of parade or special event.
(a) A parade or special event shall not substantially interrupt the safe and orderly movement of
traffic near the block party, parade or special event.
(b) The city has the right (but not the obligation) to postpone, cancel or close early the parade
or special event because of hazardous weather or other acts of God or for public safety and
EXHIBIT A – page 14
CITY OF ANNA ORDINANCE NO., __________________ PAGE 14 OF 18
welfare. The city shall have no liability for such postponement, cancellation, or closure.
Further, the city shall have no liability from the failure to postpone, cancel, or close early the
parade or special event under such conditions.
(c) A parade shall move from its point of origin to its point of termination without unreasonable
delays enroute.
(d) Any child participating in a parade or special event must have adult supervision.
(e) Each marching unit, organization or entry in the parade will only be allowed to conduct one
stationary performance at a specified and approved location during the parade route.
(f) A parade or special event shall not interfere with proper fire and police protection of, or
ambulance service to, areas near the block party, parade or special event or unreasonably
require the diversion of police and fire protection and ambulance service from other parts
of the city.
(g) A permit holder shall comply with all directions and conditions contained within the permit
and with all applicable city ordinances and other applicable laws.
(h) The city, when reasonably necessary, may prohibit or restrict the parking of vehicles along a
street or highway or part thereof on a parade route or part thereof or on the approach to a
parade or special event. The city shall post notice to such effect; and it shall thereafter be
unlawful for any person to park, leave, or strand any unattended vehicle in violation thereof.
(i) The city, when reasonably necessary, may temporarily close or restrict the use of city streets
or other public property for a parade or special event. The director of engineering is
authorized to install temporary traffic-control devices for the temporary closure or
restriction of city streets and public property for parades or special events. It shall be
unlawful for any person to disregard or disobey any such temporary traffic-control device.
(j) The city, when deemed necessary, may require the applicant/promoter of a parade or
special event to utilize chip timing.
(k) The driver of any vehicle shall obey the instruction of any traffic-control device applicable
thereto placed in accordance with the city code or the state Transportation Code, unless
otherwise directed by a police officer.
(l) Speeds of a parade vehicle greater than ten (10) miles per hour are not reasonable and
prudent. A person operating a parade float or other parade vehicle at a speed greater than
10 miles per hour is subject to removal from the parade by a police officer or other parade
official.
(m) Operators of parade floats and other parade vehicles will make every attempt to keep a
maximum of 30 feet between their float and the float operated directly in front of them.
Operators of parade floats and other parade vehicles that continually lag behind the steady
course of the parade or are operated in a reckless or dangerous manner may be removed
from the parade by a police officer or other parade official.
EXHIBIT A – page 15
CITY OF ANNA ORDINANCE NO., __________________ PAGE 15 OF 18
(n) Operators of specialized vehicles or performance-enhanced vehicles in the parade are
subject to laws set forth in the state Transportation Code as they relate to the safe operation
of motor vehicles, especially section 545.401, reckless driving; offense: (a) A person commits
an offense if the person drives a vehicle in willful or wanton disregard for the safety of
persons or property. Additionally, any operator of a vehicle participating in an exhibition of
acceleration will be cited by law enforcement officers and immediately removed from the
parade.
(o) Riders of floats must keep all appendages contained within the float and away from any and
all wheel wells.
(p) Decorations, equipment and paraphernalia must be firmly attached to the float or deemed
safe by city personnel enforcing this article.
(q) The throwing, tossing, or distribution of candy, beads, or other material from a parade float
or other vehicle is specifically prohibited. Candy, beads, or other material may be distributed
to spectators by walkers adjacent to parade floats or other vehicles provided that such
distribution does not interfere with the orderly movement of the parade and no spectators
are required to move into the parade path to retrieve said material. Any violation of this
provision will result in the parade float or vehicle removal from the parade.
(r) All floats or decorated vehicles utilizing portable generators shall carry a 2A:10BC fire
extinguisher with a current inspection tag.
(s) Float length shall not exceed 55 feet, including the tow vehicle, nor shall the width or height
exceed 14 feet.
(t) The rider or person in control of any animal shall obey the instruction of law enforcement
personnel as well as any traffic-control device set up for the parade.
(u) All horses/animals and riders participating in a parade or special event must be able to
perform to an acceptable level of desensitization on the part of the horse(s) or animal(s).
Horses/animals must demonstrate that they do not have any uncontrollable “fight or flight”
mechanisms when around crowds, noises, flags, and numerous distractions that are possibly
around or close by the horses at such events. It is the responsibility of the rider to ensure
the horse(s) or animal(s) can perform to an acceptable level.
(v) All horse riders who wish to participate in any parade or special event in the city shall attend
a preparade planning meeting. Failure to attend shall eliminate the rider or group of riders
from participating in that particular parade or special event.
(w) All riders shall sign a standard liability release, which will be collected by city
representative(s) at the preplanning meeting.
(x) All riders must also show their ability to handle their mount in activities such as a parade or
special event where there are crowds and distractions. The actions of any animal entered
into a parade or special event are the responsibility of the rider/keeper. If an animal displays
EXHIBIT A – page 16
CITY OF ANNA ORDINANCE NO., __________________ PAGE 16 OF 18
behavior that seems to jeopardize the safety of parade entrants or bystanders, the animal
will be subject to removal from the parade or special event by parade officials.
(y) Riders 12 years of age and up to 16 years of age must show an acceptable ability to handle
their mount at such events and under the conditions stated above. There must be a ratio of
2:1 17 year olds or older for every 12–16 year old rider in the parade. Additionally, horses
ridden by 12–16 year olds must have either a “catch rope” assembly or halter and lead rope
rigging attached to the horse during the course of the event to aid in gaining control of the
horse immediately if the horse were to show signs of becoming uncontrollable. Riders of this
age group must have either an experienced horseman/horseperson by them at all times
during the parade or special event either on horseback or walking whereas this person can
take immediate control of the horse using the catch rope or halter/lead rope device ensuring
the safety of the rider and individual(s) that might be in close proximity to the horse(s).
(z) Riders under 12 years of age will not be allowed to handle or ride full grown and mature
horses at parades or special events. The only exception that would be considered by the
special event manager would be where riders under the age of 12 are paired up and riding
very small ponies; i.e., Shetland ponies and where such a rider has an experienced
horseman/ horseperson by their side at all times and the ponies are equipped with
“catch rope” or halter/ lead rope assemblies.
(aa) The applicant shall provide a list of participants and proof of insurance liability that
would cover the rider and horses as well as the city from any liability resulting from any
incident that might occur during the parade or special event ten days prior to the special
event or at the preparade planning meeting.
(bb) Each equestrian/animal unit shall provide their own cleanup crew and equipment. The
cleanup crew shall be positioned directly behind the unit.
§ 10.02.177. Liability insurance.
(a) When a special event or parade as defined in this article is partially or fully contained on the
city rights-of-way or property(s), the applicant for a special event permit shall furnish the
special event manager with a certificate of insurance complying with standards established
by the city manager and this article. Insurance shall include property, bodily injury, and
municipal liability coverage. The city must be shown as an additional named insured party
on the insurance declaration. One (1) original copy of insurance must be submitted at least
thirty (30) days prior to the special event and/or parade.
(b) The city shall have the right to lower, waive, or increase the public liability insurance limits
based upon the type of event, equipment, machinery, location, number of people involved
and other pertinent factors or risks associated with the event.
(c) An applicant shall have the right to show cause why the insurance requirement should be
reduced or waived, and to present such request to the special event manager. Upon receipt
of such request, the special event manager shall consult with the city manager or his
EXHIBIT A – page 17
CITY OF ANNA ORDINANCE NO., __________________ PAGE 17 OF 18
designee. The city shall respond to an applicant’s request for lower insurance or waiver
within five days from the date of request.
(d) If a mutually agreeable insurance limit cannot be agreed upon, the application shall be
considered denied.
§ 10.02.178. Indemnification of city.
When a special event as defined in this article is partially or fully contained on city property,
the applicant for a special event permit shall sign an agreement provided by the city to
indemnify and hold harmless the city, its officers, employees, agents, and representatives
against all claims of liability and causes of action resulting from injury or damage to persons
or property arising out of the special event.
§ 10.02.179. Surety bond.
(a) When a special event as defined in this article is partially or fully contained on city property,
a surety bond shall be deposited with the city in the amount of $10,000.00 conditioned that
no damage will be done to the city property, streets, sewers, trees, irrigation system, or
adjoining property and that no dirt, paper, litter, or other debris will be permitted to remain
upon the city property or streets or upon any private property by the applicant. The surety
bond shall be returned to the permittee within ten days after said permit expires upon
certification by the special event manager that all conditions of this article have been
complied with. Should actual costs for policing, repairs of damages, and cleaning not exceed
this amount, the remainder shall be reimbursed to the permittee by the city. In the event
that actual costs exceed this amount, the permittee shall pay such additional sum to the city
within ten days from the date of notification. If that amount is not paid, no future permits
shall be issued to the same permittee for a period not to exceed two years and until said
amount is paid. Nothing herein shall preclude the city from enforcing any legal or equitable
remedy against the permittee in addition to the bond. The applicant shall have the right to
show evidence why the bond should be lowered or waived to the special event manager.
Appeals shall be heard in accordance with provisions of this article.
(b) When an event is fully contained on private property, all paper, litter, or other debris shall
be removed from the event site within three (3) days. If after the third day the event site is
not cleaned to the satisfaction of the special event committee, a citation may be issued. If
the city incurs costs for cleaning, the entire amount shall be reimbursed. If a citation is issued
or the city incurs costs for cleaning, no future permits shall be issued to the same applicant/
permittee/promoter for a period not to exceed two years. Nothing herein shall preclude the
city from enforcing any legal or equitable remedy against the
applicant/permittee/promoter. Appeals shall be heard in accordance with provisions of this
article.
§ 10.02.180. Violations.
EXHIBIT A – page 18
CITY OF ANNA ORDINANCE NO., __________________ PAGE 18 OF 18
(a) A person commits an offense if she/he commences, aids, or holds a special event or parade
without a permit, with a permit that has expired or been revoked, or fails to comply with any
requirement or condition of a permit of this article.
(b) A culpable mental state is not required for the commission of an offense under this article.
(c) It is determined that this section governs public health, safety and welfare, including fire
safety, and therefore any person who violates a provision of this article shall be guilty of a
misdemeanor and upon conviction shall be subject to a fine not to exceed two thousand
dollars ($2,000.00) for each offense, and each and every day such violation shall be deemed
to constitute a separate offense.
(d) In addition to the penalties set forth above the city may seek injunctive relief in a court of
competent jurisdiction for the purpose of enforcing this article.
SPECIAL EVENT PERMIT APPLICATION
Neighborhood Services
120 W. 7th Street
Anna, TX 75409
469-885-9391
To ensure the date is available for your special event please complete the application and submit it no later than 60
days prior to the event. Additional information may be requested as the event approaches. Please contact the
Neighborhood Services Department with any questions.
ORGANIZATION/APPLICANT INFORMATION
EVENT INFORMATION
☐☐
☐☐
entertainment, sports, games, carnival rides, attractions, etc.):
SELECT ALL THAT APPLY:
Type of Event: ☐Carnival/Fair ☐Run/Bike Ride ☐Games/Craft/Arts ☐Firework Show ☐Amusement Ride/Bounce House ☐Movie ☐Dance ☐Parade
☐Block Party ☐Aerial Event ☐Other
Admission: ☐Free Event ☐Ticketed Event Admission Pricing: ___________
Vendor Booth: ☐Food/Drink ☐Food Truck ☐Merchandise ☐Stage ☐Tent ☐Generator(s) ☐Fencing ☐Street(s) Closure
Amplified Sound: ☐Yes ☐No
If yes, what type: ☐Live Music ☐DJ ☐Radio ☐Loudspeakers ☐Other
*The proposed location(s) must be indicated on the event site plan.
SITE PLAN
A preliminary site plan and/or route map must be submitted with the application. Areas to include on the map:
stages or structures, vendor booth, food area, restroom area, any road closures or barricades, first aid stations, fire
lanes, fire/EMS entry and exit access points, public entry and exit access points and parking, amusement locations,
kid’s zone and street closures. Areas to include for races: start and finish line, the proposed location and/or route.
(Each department may require additional information to be placed on the map).
*If a Parade, provide detailed directions for Parade as well as a site plan.
PARKING
Proposed Parking Location Plan:
Describe the area requested including specific location, access, and handicapped parking spaces, and who will
manage coordination. Applicant must submit written permission if using private property for parking. Parking
location(s) must be indicated on the site plan.
*If a Parade, attach order of parade participants, itinerary for all activities, and the estimated number if any, animals,
riders, animal drawn vehicles, floats, motor vehicles, motorized displays, and marching units or organizations such
as but not limited to bands, color guards, and drill teams.
TRASH/SANITATION/PORTABLE RESTROOMS
Explain how sanitation will be managed before, during and after the event.
SIGNAGE DETAILS
Location and detail of how the signage will be managed before and after the event.
ELECTRICAL, WATER AND UTILITY SERVICES
Explain how electrical, water and utility services will be managed before, during and after the event.
LIST OF VENDORS AND/OR LIVE ENTERTAINMENT
List of vendor(s) and merchandise, food or alcoholic beverages to be sold including, name, address and phone
number.
FIREWORKS, PYROTECHNICS DISPLAY AND OR AERIAL EVENT
List of vendor(s), site plan and how fireworks, pyrotechnics display and/or aerial event will be managed before,
during and after the event.
SPECIAL EVENT REGULATIONS
Booths, Tents, or Canopies:
If your event will include any tents or canopies, please provide a copy of the “Certificate of Fire
Retardant” for each such device when submitting the permit application. H:/Master Forms/Fire
Protection Permit Application (updated 05/13/25) SW All booths that will be cooking on-site, must
meet all applicable fire codes for the City of Anna. Fire extinguishers must be supplied and are
required for entry.
Food and Beverages:
All vendors must be in compliance with all state, county and local regulations. A copy of appropriate
licenses should be on site during the event. The Applicant shall provide with this application a list of
all food and beverage vendors participating in the event so that the vendors can be pre-approved
through the City of Anna Code Compliance Division. Proof of compliance must be submitted 2 weeks
prior to the event. City-of-Anna-Food-Establishment-Permit
Alcoholic Beverages: Alcohol consumption or sales is prohibited on City property including parks,
a public street, sidewalk or parking area adjacent to a public park, unless expressly authorized
by the written permission of the City Council authorizing consumption of alcohol in connection
with an approved Special Event.
Security, Crowd Control, and Traffic Control:
The applicant may be required to provide police officers for security, crowd control, and traffic control
at the Special Event. Expenses for the Officers will be paid by the event organizers. The total number
of police officers working the Special Event is determined by the City of Anna Police Chief. Planning
variables include: the estimated number of people, the availability of alcoholic beverages, topography
and size of the event, weather conditions, the time of day during which the Special Event is held, the
need for street closures or re-routing of vehicular or pedestrian traffic, and the history of the Special
Event.
Insurance:
Insurance is required for all special events. The City reserves the right to review and determine amount
of coverage required based on level of activity and other factors at the Special Event. Each policy will
name the City of Anna as an additional insured and a copy of the Certificate of Insurance will be
submitted 10 business days before the event start date.
Indemnity Agreement:
As a condition of the Special Event Permit being issued, the Applicant acknowledges that he/she
has voluntarily applied for a Special Event Permit that in consideration of the privileges
associated therewith, Applicant agrees to PROTECT, DEFEND, INDEMNIFY, RELEASE, and
HOLD HARMLESS, the City of Anna, its officers, agents, and employees, from and against any
claim, proceeding, cause of action, judgment, penalty, or any other cost or expense arising or
growing out of, associated with, or in connection to the Special Event, including but not limited
to losses, damage, or liability on account of injury, death or otherwise, to any person or damage
to any property, arising from any act, error or omission of the undersigned, or its officers,
employees, volunteers, or agents.
Applicant agrees that this indemnity agreement is intended to be as broad and inclusive as is
permitted by the laws of the state of Texas, and that if any portion is held invalid, then it is
agreed that the balance shall, notwithstanding, continue in full legal force and effect.
Sa
f
e
t
y
an
d
In
s
u
r
a
n
c
e
In
f
o
r
m
a
t
i
o
n
:
Submittal Requirements:
1. Completed application with signatures and contact information.
2. Submit application fee ($50) and deposit ($300). (Ord. No. 410-2008; Create a user account and select special event here Catalog - Anna, TX to pay application and deposit fee.
3. Event site plan.
4. Statement of Intent to obtain Insurance and/or Proof of Insurance. (A copy of the Certificate of
Insurance with the City of Anna listed as the additional holder is due a minimum of 10 business days
before event start date). Failure to provide the certificate of insurance may result in cancellation of the
event.
5. List of event details, vendors and current license(s) copy of current license(s) from vendor(s).
I do solemnly swear (or affirm) that all the answers given and statements made on this application
and supporting documents are full, true, and correct. I have been given a copy of the Anna City Code
Ch. 10, Art. 02, Div. 4 and have read the provisions contained therein and agree to abide by them.
City of Anna, TX Special Events
☐ I have read through all the regulations and requirements and agree to submit all documents
required.
Applicant Name:
Signature:
Date:
For Office Use Only:
Date Application & Deposit Received ($300): Date Application Fee Received ($50):
Received By: Received By:
Check # Check #
Receipt # Receipt #:
Required Documents Rec’d:
☐Completed Application ☐ Insurance ☐ Food Vendor List ☐ Sound System ☐ Site Plan
☐Alcohol Request (optional)
Other:
Approved by: ☐Permit Issued Date:
`
Si
g
n
a
t
u
r
e
s
:
Item No. 6.d.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact: Carrie Land
AGENDA ITEM:
Consider/Discuss/Action on Board and Commission Members. (Interview Committee)
SUMMARY:
The Interview Committee conducted 14 interviews on Saturday, July 5, 2025. There are
three boards with vacancies; Planning and Zoning Commission, Board of Adjustment,
and Neighbor Enhancement and Inclusion Advisory. The Interview Committee will
provide their recommended nominations.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Neighborly.
ATTACHMENTS:
Item No. 9.
City Council Agenda
Staff Report
Meeting Date: 7/22/2025
Staff Contact:
AGENDA ITEM:
Adjourn.
SUMMARY:
FINANCIAL IMPACT:
BACKGROUND:
STRATEGIC CONNECTIONS:
ATTACHMENTS: